Research Reports
Every report applies CBOM — Conviction-Based Opportunity Mapping. We map what the market prices in, assess whether it is achievable, and publish the result — including when we are wrong.
Research Agenda
Upcoming coverage — in research or planned
AI · Equity
Palantir (PLTR): AI Platform Premium vs. Reality
In Research
Infrastructure · Datacenter
European Datacenter Buildout: Who Bears the Grid Risk?
In Research
Macro · UK Equity
UK Mid-Cap Recovery: Sector Rotation Playbook Q2 2026
Planned
Technology · SaaS
AI-Native SaaS: Separating Beneficiaries from Disruption Targets
Planned
Energy
Nuclear Renaissance: Investment Case for SMR Developers
Planned
Private Equity · UK
PE-Backed Healthcare IT: 2026 Exit Environment Analysis
Planned