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In-depth equity research on individual companies and macroeconomic analysis. Updated regularly as new opportunities emerge.

Sector:

9 reports

Feb 3, 2026SOFIFinancials

SOFI's Breakout Year: Why This Fintech Star May Already Be Priced for Perfection

SoFi Technologies reported exceptional Q4 2025 results on January 30, 2026, marking its first billion dollar quarterly revenue while maintaining strong profitability metrics. The company added a record 1 million members in Q4, reaching 13.7 million total members.

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Jan 31, 2026DALIndustrialsBUY · PT $85

Delta Air Lines (DAL): Re-Rating Potential as Premium and Loyalty Take the Controls

Delta Air Lines trades at a valuation discount to both its intrinsic DCF value and historical peer multiples, despite superior premium revenue mix and improving financial leverage. The company is positioned to deliver 10%+ EPS CAGR over the next four years.

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Jan 31, 2026NFLXTechnologyM&A

Can Netflix's All-Share $102B Warner Bros. Discovery Deal Reshape the Streaming Wars?

Netflix, Inc. has entered into a definitive agreement to acquire Warner Bros. Discovery's studio and streaming assets in what represents the largest media consolidation transaction in streaming industry history.

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Jan 24, 2026MCDConsumerHOLD

McDonald's Corporation: Equity Research Report

McDonald's trades 10% above our base case fair value, offering limited upside from current levels. The company's structurally sound business model is anchored by real estate ownership ($41.8B PP&E), global franchise network (95% franchised, 40,000 stores).

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Jan 20, 2026NFLXTechnologyM&A

Streaming's Endgame: Netflix Consolidates the Entertainment Empire - The WBD Merger

Netflix's $159.3B all-cash acquisition of Warner Bros Discovery represents a transformational consolidation creating a $741B global entertainment platform with unmatched scale and content breadth. The transaction delivers $582B in value creation (3.7x MOIC).

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Jan 15, 2026KOConsumer

Is KO Still the Safe Dividend Bet?

Coca-Cola is being valued like a slow growing bond proxy, but recent results show it can still compound through a mix of pricing, premiumization, and portfolio breadth. In Q3 2025, organic revenue grew 6% with price and mix up 6% and global unit case volume up 1%.

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Jan 10, 2026Macro

2026 Global Markets and Economies Outlook

Global markets enter 2026 with rare alignment: policy easing, fiscal support, and solid consumer demand. AI-driven investment and large fiscal programs should sustain moderate growth despite inflation, labor shortages, and high tariffs.

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Dec 20, 2025WMTConsumer

Walmart Inc Equity Research Report

Walmart remains a fortress-quality retailer with resilient FCF generation, defensible moat, and emerging high-margin growth vectors (e-commerce, advertising). However, at $105.32, the stock offers limited risk-adjusted upside and sits at fair value on both DCF and comps.

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Nov 15, 2025AAPLTechnologyHOLD · PT $255

Apple Inc.: Equity Research Report

AAPL trades fairly valued at $270 despite 48% upside to bull case. Three catalysts determine outcome: iPhone 17 supercycle, services inflection (10.3% CAGR to $175B), and China recovery (22%+ market share). Risk-adjusted expected value $263 suggests limited upside near-term.

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