Curiosity Before Capital.Return with evidence.
Independent investment research on public equities, macro, and market structure.
What the market expects. Where value accrues. What would change our mind.
Hybrid bonding may become critical infrastructure for advanced AI hardware. The bigger opportunity could be the contracts that were priced before it mattered.
Read the research →Kura Oncology’s KOMZIFTI launch is gaining traction, but most of the upside depends on unproven frontline AML data. Hayabusa Research examines the evidence, valuation, risks, catalysts, and falsifiers.
Fervo and Ormat offer different routes to geothermal growth. We compare cash returns, financing needs and valuations to assess the opportunity for shareholders.
Aircraft shortages have strengthened AerCap’s lease economics and asset values. The question is whether those returns can endure once supply normalizes.
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