Stacked documents — covers, dates, and a table of contents.
Reports are the long objects: SADC energy, NAD liquidity seasons, tokenization legal maps. This page looks like a stack because a report is not a card. AI may help assemble exhibits. A human still owns the PDF.
Report · v0.1
NAD liquidity seasons
Illustrative cover — library not live.
Report · v0.2
SADC logistics corridors
Illustrative cover — library not live.
Report · v0.3
Tokenization and title
Illustrative cover — library not live.
Research Desk19 Aug · NAD liquidity
Treasury issuance heavier this week. Retail sleeves should keep 8–12% cash until settlement windows clear.
Cover
Title, date, authors, version.
Exhibits
Tables that would look silly in a blog.
SADC maps
Corridors and policy, not stock photos.
Methods
If we modelled it, we say how — and how it fails.
Distribution
Some reports may be waitlist-only.
Brief cousin
Daily brief is the snack; this is the meal.
A report should survive a year
If it expires in a week, it was a brief. Reports are for structures: how tokenization title works, how NAD issuance weeks behave, how to read an infra offtake. Update them with versions, do not silently rewrite history.
- Version numbers
- What changed since v1
- Unknowns still required
Library, not a funnel
We will not gate a two-paragraph teaser behind 14 form fields. If a report is gated, the gate will look like a gate. Waitlist members should know why.
- Honest gating
- No fake “institutional PDF” that is three pages of fluff
- Insights can summarise; the report remains the object
Pipeline
Early objects we want: NAD liquidity, SADC logistics, tokenization title, how to read Delvue risk notes. Vote with the waitlist.
- Public roadmap of titles, not fake download counts
- No “10,000 readers”
- Methods over adjectives
Read the cover
Date and version.
Read methods
If missing, it is a brochure.
Steal the exhibits
That is what they are for.
Return to the book
A report is not a trade.
| Object | Length | Lives |
|---|---|---|
| Daily brief | 1–2 screens | Research desk |
| Note | A few pages | Investment Research |
| Report | Keepable | This stack |
| Insight | Essay | Magazine |
PDF now?
Not a live library on this static marketing site. This page is the shelf design.
Cite us?
When reports exist, citation style will be on the cover. Until then, cite the URL and the date you read it.
Sell-side?
We are a product company. Conflicts will be written, not implied by a glossy cover.
AI-generated?
Exhibits maybe. Ownership of the document is human.
Continue
Investment Research
Investment Research is the magazine of the ecosystem: company, ETF, digital asset, and alternative notes with a shared template. AI can draft. Editors in Windhoek should still be able to kill a sentence. Buy buttons do not live here.
Delvue Insights
Insights is where Delvue publishes arguments: market commentary, investment perspectives, leadership notes. It is slower than a daily brief and more opinionated than a research file. If we cannot date it and sign it, it does not belong here.
AI Investment Research
AI Investment Research is the briefing machine: daily NAD notes, NSX context, SADC macro, and RWA pipeline in a desk layout. Sources should be visible. Opinions should be labelled. This is not a buy button wearing glasses.
Research Reports is on the map. The desk is not live.
Join the waitlist if this page is why you showed up. We email when onboarding opens.