About Esoteric Intelligence

Esoteric Intelligence, London. A private investment analysis & research house examining public companies, market structures and the industrial systems forming around emergent technologies.

Our current fixation is future infrastructure. We believe it is of primary importance for investors in Q3 2026 to understand the complex financial, scientific, and geopolitical factors which will ultimately determine where the border is drawn between data centres and the rest of the world—and if that border will be drawn at all.

We believe that the research of traditional financial analysts—who seek to understand an equity through its position within a sector—is of limited efficacy to investors operating within the unprecedentedly complex interdependency of instruments within the modern market. Instead, the team at Esoteric Intelligence combine primary-source diligence, deep thematic inquiry and proprietary analytical frameworks to model sector-wide future outcomes, typically through the lens of a single equity.

The team at Esoteric Intelligence number decades of financial and sector-relevant experience, working alongside internationally-recognised novelists and artists. We are always interested in hearing from new voices.

Esoteric Intelligence is not currently taking on new clients. We do occasionally have slots for commissioned research. Please get in touch if you would like to be considered when we have availability for either, or if you would like to say "hello".