Kairos Research
37 articles covering 28 companies
CSW Industrials
• 2025-11-25T16:43:00.986+00:00
Asseco Poland thesis playing out
• 2025-10-21T14:03:53.249+00:00
Why I bought FTAI Aviation
• 2025-10-15T15:16:22.761+00:00
Crane Co.
• 2025-08-26T20:14:08.193+00:00
Lindbergh $LDB.MI
• 2025-08-05T00:15:33.422+00:00
AAON
• 2025-07-16T15:03:38.882+00:00
API Group: A reasonable path to $75+ per share
• 2025-06-30T01:10:15.466+00:00
Acuren - NV5 merger
• 2025-05-29T01:35:26.719+00:00
Double Down Interactive
• 2025-04-18T00:01:55.201+00:00
Asseco Poland
• 2025-03-26T01:31:38.193+00:00
TopBuild
• 2025-02-25T16:10:05.748+00:00
IGIC International General Insurance
• 2025-02-05T16:50:29.631+00:00
Checking in on Nubank and Dream Finders Homes
• 2024-12-05T00:05:14.6+00:00
Paycom: Bargain or value trap?
• 2024-10-02T21:43:55.089+00:00
Atkore
• 2024-09-06T19:42:45.29+00:00
Builders FirstSource
• 2024-06-15T00:42:04.778+00:00
Vistra and the new energy paradigm
• 2024-06-05T00:21:43.18+00:00
Dream Finders Homes. A dreamy company in a tough market.
• 2024-05-04T19:33:12.295+00:00
Crocs. Cultish, casual and cheap
• 2024-03-10T01:59:59.753+00:00
Nubank's inflection point
• 2024-02-23T22:53:16.131+00:00