Independent research notes — peer analysis, market observations, and longer-form writing on the businesses and dynamics worth understanding.
A peer comparison of the six largest global legacy OEMs through the tariff cycle, EV strategy reset, and shifting U.S. share dynamics. Toyota, GM, Ford, Volkswagen, Honda, and Stellantis as of May 2026.
Short-term price tracking of 29 equity positions across 5 sectors against bull, base, and bear case targets. First in an ongoing series tracking how the calls age.
Hyperscalers are committing $700B in 2026 and over $1T in 2027. Three scenarios for how this plays out — and why the sustaining capex embedded in the buildout makes the bear case worse than the market is pricing.
Four historical analogues — 1990 Gulf War, 1998 Russia/LTCM, 2018 Trade War, 2011 Debt Ceiling — mapped against the 2026 drawdown with 12-week forward projection paths and scenario cards.
Peer comparison of NKE, LULU, DECK, UA, VFC, and COLM — six athletic and outdoor apparel companies compared on valuation, margins, balance sheet, and scenario analysis.
A practitioner-grade side-by-side of the five largest publicly traded industrial automation companies — spanning process control, electrification, motion, and digital transformation software.
Peer comparison of VLO, PSX, MPC, and DINO — four U.S. downstream refiners on valuation, margins, balance sheet, and scenario analysis through the commodity cycle and crack spread environment.
Peer comparison of 6 utility names — NEE, SO, DUK, D, CEG, VST. Price and scenario analysis with regulated vs. merchant split, net debt, and AI power demand exposure.
Peer comparison of 7 AI semiconductor and storage names — NVDA, AMD, INTC, MU, WDC, AVGO, TSM. Valuation, scenario analysis, and sector weight. INTC earnings drove a sector-wide re-rating.
