Terms of Service

Effective date: November 9, 2026

1. About these terms

These terms apply when you use wallstreetresearch.org, fill in our forms, read our research, receive our emails or text messages, or attend our events. They are an agreement between you and WallStreet Research ("WSR", "we", "us"), operated by Alan Stone & Company, LLC. By using our site or services you accept them. If you do not agree, please do not use them.

You must be 18 or older to use our forms and attend our events.

2. What we offer

WSR publishes research reports on public companies, hosts investor luncheon roadshows and virtual roadshows where company CEOs present, and sends newsletters and invitations to investors who ask for them. Companies can ask us about our research and roadshow services.

3. Our research is not investment advice

Our research and events are for information only. They are not investment advice, a recommendation, or an offer to buy or sell any security. Companies we cover pay us for coverage. Please read our full Disclaimer before relying on anything you read or hear from us; it forms part of these terms.

Statements made by company executives at our events, including forward-looking statements, are theirs, not ours. Do your own research and talk to a licensed adviser before you invest.

4. Using our site and research

You may read, download and print our research for your own personal, non-commercial use, and quote short passages if you credit WallStreet Research. Everything else on the site (text, reports, logos, design) belongs to WSR or the companies concerned. Please do not copy, resell, republish or reframe it without our written permission.

When you use our site, please do not:

• send false information, or sign up anyone else without their permission;
• try to break into, overload or disrupt the site or our forms, or get around the bot check;
• collect other people's information from the site or use automated tools to copy it;
• use the site for anything unlawful.

5. What you send us

When you fill in a form, you confirm that the information is yours and accurate, including your answers about being an accredited investor. We may rely on those answers when deciding which events to invite you to. How we handle what you send is explained in our Privacy Policy.

6. Events and roadshows

• Registering for a luncheon or virtual roadshow asks for a seat; it does not guarantee one. Seats are limited, and some events are open only to accredited or institutional investors.
• We may decline or cancel a registration, change the date, venue, presenters or format, or cancel an event. We will let registered guests know as soon as we can.
• A request to meet a CEO is passed on to the presenting company; the company decides whether and when to meet.
• Please treat presenters and other guests with courtesy. We may ask anyone who disrupts an event to leave.
• Virtual roadshows may be recorded, and recordings may be published on our site. You can keep your camera and microphone off.
• Anything a presenter shares that is marked confidential should be kept confidential.

7. Text messages (SMS)

Program. WallStreet Research Investor Alerts (our text program, when switched on) sends two kinds of messages to people who agree: notification and status messages (such as event confirmations, reminders and schedule changes) and, separately, marketing messages (such as invitations to new events and research announcements).

Consent is optional. You agree by ticking one or both text boxes on our forms. Both boxes start unticked, and agreeing is never a condition of signing up, registering for an event or buying anything.

Frequency. Message frequency varies.

Cost. Message and data rates may apply.

Stopping and help. Reply STOP at any time to stop all text messages from us; we will confirm once and send no more. Reply HELP for help, or contact us at alanstone@wallstreetresearch.org.

Carriers. Mobile carriers are not liable for delayed or undelivered messages.

Your number. If you change or give up the mobile number you signed up with, please reply STOP first or let us know. Our Privacy Policy explains how we handle your number; we do not share or sell mobile numbers or text messaging consent to third parties or affiliates for marketing purposes.

8. Emails

If you sign up, we will send you the research, newsletters or event invitations you chose. Every marketing email has an unsubscribe link, and we honor it promptly.

9. Companies that work with us

If your company engages WSR for research coverage or roadshows, that engagement is governed by a separate written agreement. Sending an inquiry through our site does not create one.

10. Other websites

Our pages link to company websites and other sites we do not control. We are not responsible for their content or how they handle your information.

11. No warranties

We work to keep our site and research accurate and available, but we provide them "as is" and "as available". To the extent the law allows, we make no promises that the site will be error-free or uninterrupted, or that information on it is complete or current.

12. Limits on our liability

To the extent the law allows, WSR is not liable for any indirect, incidental or consequential loss, or for any investment loss, arising from your use of our site, research, emails, text messages or events. Our total liability to you for any claim about the site or these services is limited to $100. Some places do not allow these limits, so they may not all apply to you.

13. Your responsibility

If you break these terms or misuse our site, you agree to cover reasonable losses and costs WSR suffers as a result.

14. Law and disputes

These terms are governed by the laws of the State of Florida, without regard to its conflict-of-law rules.

Talk to us first. Before starting a claim, please write to us at the address below so we can try to sort it out informally. If we cannot resolve it within 30 days, either of us may go to court.

Where disputes are heard. Any dispute arising out of or relating to our site, research, emails, text messages, events or these terms will be heard exclusively in the state courts of Florida located in Palm Beach County, Florida, including its small claims court where the claim qualifies. You and we agree to the jurisdiction and venue of those courts, and waive any right to bring a dispute in, or remove it to, a federal court.

No jury, individual claims only. To the extent the law allows, you and we each give up the right to a jury trial, and any claim may be brought only on an individual basis, not as part of a class or representative action.

15. Changes to these terms

We may update these terms from time to time. We will post the new version on this page with a new effective date. If you keep using our site or services after a change, the new terms apply.

16. General

If any part of these terms is found unenforceable, the rest still applies. If we do not enforce a term right away, we have not given it up. These terms, our Privacy Policy and our Disclaimer are the whole agreement between you and us about using our site.

17. Contact us

WallStreet Research

Alan Stone & Company, LLC

7765 Lake Worth Road, Suite 311, Lake Worth, FL 33467

Email: alanstone@wallstreetresearch.org