Kairos Research
Newsletter about value investing.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 69 | Founded | 6 years ago | Last Issue | 20 days ago |
| Active | |||||
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kairosresearch.substack.comLatest Issues
ContextLogic
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ContextLogic is building a portfolio of high quality niche businesses and there is a good case to be made that this is just the first inning of a long game.
ContextLogic Holdings Earnings Update
Context Logic reported Q...
FTAI update.
FTAI Q2
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FTAI has been an extremely volatile investment for me. I bought it last November at ~$150 and wrote an article a few weeks later pitching it around $175. The stock went on to touch ~$310 after the announcement of F...
Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy
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Key information
Ticker: $AIM.TO
Share Price: C$2.75
P/B: 0.75
Net cash: (post Bozzetto sale) $163.5m - $192.0m
Brief Overview
- Aimia is a Canadian company listed on the Toronto Exchange. Previo...
TIC Solutions Update: New performance framework and a path to $26+ per share.
Key details
Ticker:
EV/EBITDA (2026 mid-point): 8.8x
Upside: 100% - 200% if management successfully executes on 2029 framework.
In my last TIC article, I discussed how I was frustrated by TIC”s recent performance, a...
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...
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Authors
The writers behind this newsletter.
Value investor. I cover a lot of industrials and overlooked stocks.
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