SEP 2026
Robinhood$HOOD
A rigorous assessment of the platform, its economics, competitive position, and long-term opportunity.
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Research library.
Every completed deep dive, in publication order. Each report is a permanent case file that can connect to the track record when a documented position exists.
AUG 2026
Circle$CRCL
Leading issuer of USDC with a dominant position in regulated stablecoins.
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AUG 2026
Coinbase$COIN
Completed independent equity research deep dive.
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JUL 2026
Gemini$GEMI
A crypto exchange turning into a super-app.
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JUL 2026
Duolingo$DUOL
Leading language app with durable engagement mechanics and a wide distribution moat.
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JUL 2026
Apple$AAPL
Completed independent equity research deep dive.
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OCT 2025
EMCOR Group$EME
Completed independent equity research deep dive.
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Full archive and in-progress work.
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