Kairos Research
SubstackArticles
46
Companies covered
37
Sectors
5
Countries
7
Research Articles
GPGI Inc.
Apr 30, 2026
TIC Solutions: Thesis Check
Mar 19, 2026
Tasmea
Feb 9, 2026
FTAI Power and QXO's next aquistion
Jan 20, 2026
ContextLogic
Jan 13, 2026
CSW Industrials
Nov 25, 2025
Asseco Poland thesis playing out
Oct 21, 2025
Why I bought FTAI Aviation
Oct 15, 2025
Crane Co.
Aug 26, 2025
Lindbergh $LDB.MI
Aug 5, 2025
AAON
Jul 16, 2025
API Group: A reasonable path to $75+ per share
Jun 30, 2025
Acuren - NV5 merger
May 29, 2025
Double Down Interactive
Apr 18, 2025
Asseco Poland
Mar 26, 2025
TopBuild
Feb 25, 2025
IGIC International General Insurance
Feb 5, 2025
Paycom: Bargain or value trap?
Oct 2, 2024
Atkore
Sep 6, 2024
Builders FirstSource
Jun 15, 2024
Vistra and the new energy paradigm
Jun 5, 2024
Crocs. Cultish, casual and cheap
Mar 10, 2024
Nubank's inflection point
Feb 23, 2024
Stone Co. marches higher
Dec 30, 2023
Autodesk, a monopoly.
Nov 11, 2023
ADYEN a great company with short term headwinds.
Oct 28, 2023
Toro Company got mowed. Is it a buy?
Oct 14, 2023
Instalco a serial acquirer at a discount
Oct 7, 2023
Howdens Joinery is a bargain
Sep 30, 2023
Enphase Energy and notes on 380 baggers
Sep 23, 2023
Stone Co. is ready to blow
Sep 16, 2023
Floor and Decor
Sep 8, 2023
$DFH and the housing market.
Aug 26, 2023
CSW Industrials $CSWI
Aug 12, 2023
Atkore
Aug 9, 2023
Dream Finders Homes $DFH
Jul 22, 2023
Simpson manufacturing $SSD
Jul 5, 2023
Stone co. $STNE
Jun 28, 2023
