Research articles
In-depth analysis using systematic frameworks. Every thesis scored and documented.
Three FTSE Income Anchors: Plus500, Rio Tinto, and Legal & General
A deep dive on three London-listed cash machines from very different corners of the market — a debt-free fintech compounder pivoting to US futures, the world's most disciplined miner riding a copper-and-lithium re-rating, and the UK's PRT market leader with the largest buyback in its history. Each is a different bet on what 'shareholder returns' mean in 2026.
China Internet Deep Dive: Five Ways to Own the AI-Era Reset
A deep dive on five Hong Kong-listed Chinese internet names — Tencent, Alibaba, NetEase, Trip.com, and China Mobile — spanning a gaming-and-WeChat compounder, a cloud-and-AI investment cycle, a high-margin games pure play, a travel platform with international optionality, and a yield-heavy state-backed connectivity play. Each is rated individually, but together they form a diversified basket for investors rebuilding exposure to the sector.
Deep value opportunities with identifiable catalysts — Burry framework, April 2026
A Burry-style deep value analysis identifying four high-conviction opportunities where specific catalysts will force the market to reprice. Screened for clean balance sheets, resilient businesses, and dated catalysts.
Small-cap pre-discovery opportunities — Goldman framework, April 2026
Five small-cap names ($100M-$2B market cap) meeting multiple criteria for asymmetric upside before Wall Street coverage begins. Screened for 25%+ revenue growth, low analyst coverage, high insider ownership, and structural tailwinds.
Invest in what you know — Lynch framework, April 2026
A Peter Lynch-style analysis translating daily observations from an edge tech professional — heavy AI user, gamer, crypto industry insider, GLP-1 consumer — into five actionable stock ideas. Ranked by conviction and upside.