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 | 32 | Founded | 2 years ago | Last Issue | 14 days ago |
| Active | |||||
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karstresearch.substack.comLatest Issues
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...
Mineral Rights, Acreage, Royalties
Part II
As always, see disclaimer. This is a follow-up to my February post on Keweenaw Land Association $KEWL. Keweenaw just published its FY2025 annual report and I want to walk through it and provide some updates. I currently own shares...
OBBBA Headwinds. Midterms and beyond.
Ardent Health reported earnings recently.
Ardent Health reported earnings recently. The original write up was released back in December.
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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