Karst Research
Partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think. Occasional ramblings.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 34 | Founded | 3 years ago | Last Issue | 11 days ago |
| Active | |||||
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karstresearch.substack.comLatest Issues
Investment Firm - Discount to NAV
NAV/sh CAGR 15% over the last decade. Shareholder returns via buybacks and dividends.
Some highlights about this company:
Large Cap Healthcare
8x P/E. Growth. Share repurchases. Constructive set up out to 2030. Undervalued.
Some highlights about this company:
Ardent Health - Into the Quarter
Brief commentary & thoughts.
Ardent Health is reporting second quarter earnings on August 4th, 2026 after market close. If you would like to read the initial Ardent Health piece that I published, I have linked it below. It is free to read....
Danaher 2Q Release
Brief thoughts.
Following my sparknotes style summarization of what happened to Danaher on X, I decided to expand on that in long form. Here are my sparknotes:
Titan America - TTAM
See disclaimer. Titan America - TTAM.
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Quick Pitch
Titan America is the kind of business I buy once and then try very hard to forget I own, a vertically integrated cement and building-materials producer that has a presence i...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Karst Research.
| Subscribers | Engagement | 68 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think. Occasional ramblings. Value oriented.
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