Research
Reports
Every report gives you a thesis, a fair-value estimate, the bull and bear cases, and the risks. Read the free summary of any report — unlock the full analysis with a single purchase or the annual subscription.
Industrials · United States High conviction
+38%
potential upside · 12–24 months
A US industrial parts maker the market has written off as a slow cyclical — while a quiet shift toward recurring, higher-margin aftermarket revenue is re-rating its earnings quality. High conviction, ~38% potential upside.
Unlock the name & thesis → Jul 14, 2026
Technology · United States Moderate conviction
+9%
potential upside · 12–18 months
A US vertical-SaaS compounder with 115%+ net revenue retention and a deeply embedded product — genuinely high quality, but priced for it. Moderate conviction: a watchlist name we'd buy on weakness.
Unlock the name & thesis → Jun 30, 2026