Banyan Lane Research
Banyan Lane Capital LLCIndependent equity research. Recovering L/S equity investor.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 34 | Founded | 9 months ago | Last Issue | 9 days ago |
| Active | |||||
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banyanlaneresearch.comLatest Issues
Neocloud Endgame
This note is mean to put forward a multi year view of how compute supply should play out. There are far too many how are far too emotional about their favorite neocloud stock(s) and are oblivious to the capital cycle and industry structure....
SE: Shopee Tactics Come to Monee
S&M took twice the margin that credit provisions did, Stripe in Q4’26 tests whether the bill peaks.
Monee grew revenue 59% yoy in Q2’26 and grew adjusted EBITDA 13%. Every analyst on the call asked about the provisions for credit losses wh...
Alphabet (GOOGL): GCP Monster Slowly Waking Up
This work is in part inspired by Bristlemoon Capital’s July piece on incremental ROIC (worth a read link). I have used incremental returns and margins many times in the past, and believe it to be generally underused. The other inspiration i...
Sea Ltd (SE): Investment Cycle Ends as Ads Inflect
EBITDA to 3.5x in 3 years trading at 14x ‘27 EBITDA
The fourth window
Who is Larry Gies? Founder of MAIR with $9bn stake
Second piece on Madison Air Solutions (MAIR)… first is here. This one is about Larry Gies, founder and Chairman. He still effectively controls the company and created the the operating model. A third piece covers the products, the pricing a...
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Recovering Hedge Fund Analyst
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