Independent equity research. Recovering L/S equity investor.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 39 | Founded | 10 months ago | Last Issue | 17 days ago |
| Active | |||||
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banyanlaneresearch.comLatest Issues
Neoclouds: prices up, premiums down...
Since we last published, compute prices kept rising and supply got tighter. The market has also stopped paying for megawatts funded with new paper. It now pays for pricing power.
Bottom line…
- Pricing is still rising... 5yr market rate...
Specialty Pharmacy is actually a “special” business (STLN)
Framing multi-year potential upside ahead of announced strategy
STLN’s specialty pharmacy business is very underappreciated by the market, both in quality of earnings it creates and the scale within the business. While I have not yet had t...
Alphabet (GOOGL): Have a little imagination...
Google is dead one week, and back the next. Now it sits on the 200dma and the market is, rightfully so, debating durability of Search in a consumer agent world. This is the right question, and I plan to write on this in the future, but it a...
Royal Caribbean (RCL): Hate on the deal, see you in 3yrs 100% higher
Underappreciated platform building opportunity
First, a bit of context… I first looked at cruise lines in 2020 and got my face ripped off, short. When you’re short something that goes against you, in a fund structure built on majority alph...
Discovery Phase for Healthcare’s Next Compounder
Bull Case: 3x+ in 3yrs for Massively Underpenetrated Value-Based Care Provider
Starling Oncology (STLN)
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Recovering Hedge Fund Analyst
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