Research Library

Comprehensive institutional research across sectors and asset classes

TechnologyEquities+34%
March 15, 2024
Salesforce: The Hidden Platform Advantage
Market undervalues platform economics and AI integration potential. Deep dive into CRM ecosystem dynamics and margin expansion opportunities.
72 pages
Dr. Sarah Chen, CFA
TechnologyEquities+52%
January 8, 2024
Lam Research: Semiconductor Equipment Cycle Inflection
China exposure concerns overdone; AI capex cycle just beginning. Comprehensive supply chain intelligence and order book analysis.
68 pages
Michael Torres, CFA
HealthcareEquities+41%
February 22, 2024
The Cooper Companies: Contact Lens Market Share Gains
Underappreciated innovation pipeline and international expansion opportunity. Proprietary primary research with 50+ industry contacts.
58 pages
Dr. Jennifer Park
FinancialsFixed Income
April 3, 2024
Private Credit: The New Fixed Income Paradigm
Institutional allocation trends and risk-adjusted return analysis. Comprehensive framework for private credit portfolio construction.
85 pages
David Martinez, CFA
IndustrialsEquities+28%
May 12, 2024
Industrial Automation: AI-Driven Transformation
Next generation robotics and machine learning integration across manufacturing. Sector-wide margin expansion thesis.
64 pages
Dr. Sarah Chen, CFA
Real EstateREITs+19%
March 28, 2024
Healthcare REIT Sector: Demographic Tailwinds
Aging population dynamics driving long-term demand. Comprehensive property-level analysis and cap rate trends.
55 pages
Amanda Williams, CFA

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