Kairos Research
Newsletter about value investing.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 65 | Founded | 6 years ago | Last Issue | 12 days ago |
| Active | |||||
Read this Newsletter
kairosresearch.substack.comLatest Issues
Kingsway Financial (Soon to be Kingsway Corporation)
Key Info
Ticker: , $KWY after re-branding
Share price: ~$11.12
Market cap: ~$318m
EV/EBITDA (2026): 16.5x
Net leverage: 2.8x
Portfolio decision: < 1% position/ watchlist
30 second thesis
The basic thesis is tha...
GPGI Inc.
Key Details
-
Ticker:
-
Share price: ~$14.50
-
Market cap: ~$4.2B
-
EV/EBITDA: 9.7x (2026)
-
Potential 2027 upside: -8% - 92%
Subscribe now
GPGI
Formerly known as CompoSecure, GPGI complete...
TIC Solutions: Thesis Check
Subscribe now
Overview
I originally wrote about TIC before it went public and took apposition not long thereafter. Needless to say, I am not happy with the stocks performance since.
TIC Solutions reported its Q4 and full year 2025 r...
APi Group: How the story has evolved and what's next
Full Disclosure, I am long at an average cost of $21.84
Subscribe now
The 13/60/80 story is over, in the best way possible.
I previously wrote about Api Group here and here. When I first wrote about APi Group in 2024, the thesis wa...
Tasmea
Key details
Ticker: $TEA.AX
Share price: AUD $3.69
Market cap: AUD $957m (USD $662)
Net profit after tax(2026 guide): AUD $70m
Forward P/E: 13.7
Net debt: AUD $110m
2 minute summary
Tasmea is an Australian speci...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Kairos Research.
| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Value investor. I cover a lot of industrials and overlooked stocks.
Frequently Asked Questions
How can I access the email archive for Kairos Research?
You can find recent issues that have been published by Kairos Research on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Kairos Research have?
To see how many people subscribe to Kairos Research, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Kairos Research?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Kairos Research as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Kairos Research?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Kairos Research using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Kairos Research?
Scroll up to where it says Related Newsletters to see other publications like Kairos Research. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Kairos Research?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.