Research archive
Ideas, tested in public.
Initiations, thesis updates and analytical notebooks. Status is explicit so developing work is never mistaken for a completed recommendation.
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Published research
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11 research projectsINITIATIONS · UPDATES
GeneDx: Genomic data, AI and the path to durable profitability
Initiation project · Research in progress→
McKesson: Can specialty medicine compound faster than distribution risk?
Initiation notebook · Preliminary view→
Medpace: Can a focused CRO keep taking share without sacrificing discipline?
Initiation notebook · Preliminary view→
Arista Networks: Is AI networking becoming a second hyperscale franchise?
Initiation notebook · Preliminary view→
Celestica: Can AI hardware growth outlast the capacity build?
Initiation notebook · Preliminary view→
CrowdStrike: Can the AI-native platform turn consolidation into cash?
Initiation notebook · Preliminary view→
Datadog: Does AI complexity expand the observability opportunity?
Initiation notebook · Preliminary view→
Equinix: Can AI demand improve returns on a capital-intensive network?
Initiation notebook · Preliminary view→
JLL: Can AI turn a cyclical adviser into a higher-return platform?
Initiation notebook · Preliminary view→
Goldman Sachs: Can AI productivity strengthen through-cycle returns?
Initiation notebook · Preliminary view→
Morgan Stanley: Can wealth scale and AI deepen operating leverage?
Initiation notebook · Preliminary view→