Equity Research
Research Samples
Independent analysis across global equities, recent IPOs, and emerging opportunities.
Public Companies
Recent IPO
Taiwan Semiconductor Manufacturing Company Limited
2330.TW
CREATED: 1/15/26
The world's leading semiconductor foundry and indispensable AI infrastructure layer, commanding a near-monopoly on advanced logic chips powering NVIDIA, Apple, and AMD's most critical products.
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London Stock Exchange Group plc
LSEG.L
CREATED: 1/13/26
Financial infrastructure utility generating 77% recurring revenue from data and analytics, now operating as a hybrid financial OS following the Refinitiv acquisition and Microsoft partnership.
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Airbnb, Inc.
ABNB
CREATED: 1/7/26
Asset-light global travel platform connecting 8M+ active listings with hundreds of millions of guests, now pivoting into a full-service travel agent beyond accommodation.
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Duolingo, Inc.
DUOL
CREATED: 12/18/25
The world's dominant mobile learning platform with 50M daily users, turning language education into a high-margin subscription business now expanding into multi-subject learning.
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Netflix, Inc.
NFLX
CREATED: 12/18/25
The global television operating system with 301M paid members, pursuing a transformative $82.7B acquisition of Warner Bros. Discovery to cement dominance over collapsing linear broadcast.
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Ferguson plc
FERG
CREATED: 12/17/25
North America's dominant infrastructure and plumbing distributor, connecting 37,000 suppliers with over 1M trade customers across a 1,700-location network generating $30.8B in annual revenue.
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Public Companies
Recent IPO
Klarna Bank AB
KLAR
CREATED: 9/4/25
BNPL pioneer turned global shopping ecosystem, leveraging AI to drive profitability ahead of its U.S. IPO after a dramatic reset from its 2021 peak valuation.
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Figma, Inc.
FIG
CREATED: 8/4/25
The definitive collaborative design platform, pivoting from UI/UX tool dominance into a full creative operating system for teams on the eve of its long-awaited IPO.
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Chime Financial, Inc.
CHYM
CREATED: 7/22/25
Profitable U.S. neobank with over 8M active users, pivoting from a free checking account utility into a multi-product consumer financial platform.
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Circle Internet Group, Inc.
CRCL
CREATED: 7/11/25
Issuer of USDC, the regulated dollar stablecoin backed by $62B in reserves, building a global payments infrastructure layer on top of its money market foundation.
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Public Companies
Recent IPO
Taiwan Semiconductor Manufacturing Company Limited
2330.TW
CREATED: 1/15/26
The world's leading semiconductor foundry and indispensable AI infrastructure layer, commanding a near-monopoly on advanced logic chips powering NVIDIA, Apple, and AMD's most critical products.
View Report
London Stock Exchange Group plc
LSEG.L
CREATED: 1/13/26
Financial infrastructure utility generating 77% recurring revenue from data and analytics, now operating as a hybrid financial OS following the Refinitiv acquisition and Microsoft partnership.
View Report
Airbnb, Inc.
ABNB
CREATED: 1/7/26
Asset-light global travel platform connecting 8M+ active listings with hundreds of millions of guests, now pivoting into a full-service travel agent beyond accommodation.
View Report
Duolingo, Inc.
DUOL
CREATED: 12/18/25
The world's dominant mobile learning platform with 50M daily users, turning language education into a high-margin subscription business now expanding into multi-subject learning.
View Report
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Research
Reimagined
Unconstrained by intelligence, unconflicted by interests and unencumbered by emotion.
Research
Reimagined
Unconstrained by intelligence, unconflicted by interests and unencumbered by emotion.