Banyan Lane Research
Banyan Lane Capital LLCIndependent equity research. Recovering L/S equity investor.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 9 months ago | Last Issue | 4 hours ago |
| Active | |||||
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banyanlaneresearch.comLatest Issues
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...
Proven Buy-Down Machine, Growth Sweet Spot, But at What Price?
Arxis (ARXS) - Underfollowed A&D / Industrial Acquirer
Serial acquirers all run a similar playbook… buy smaller businesses cheaply, improve them, let the public market pay a higher multiple for the consolidated entity. Those that fail typi...
Multibagger Price on Newly Public Compounder (Part 1)
4 Months Later - Multiple Halved, Transformative Acquisition, Time to Zoom Out
I look back on my 10 years at several hedge funds and most regret one thing… not buying and tucking away compounders when the market started to price them as br...
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Recovering Hedge Fund Analyst
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