Financial Research
The Bankability Gap: Why $5.3T in Capital Isn't Closing Data Center Deals
$5.3T in capital. Yet datacenter deals stall. Discover the 4 bankability gaps (grid risk, credit constraints, off-balance-sheet accounting, political risk) and solutions to address them.
Klarna Investment Research: Criticism of the “buy now, pay later” model is unwarranted, but will the IPO be successful?
Is the criticism of Klarna’s business model deserved? This investment research aims to clarify the “buy now, pay later” leader’s value proposition ahead of its IPO.
Trump’s 2024 Tariff Proposal: Winners, Losers and Shifts in Global Trade
The winner and losers of Trump's 2024 tariff plan. (Spoiler: neither the US nor China are winners)
CrowdStrike Holdings, Inc - Investment Research Report
Research on CrowdStrike ahead of their Q2 earnings. Analysis of company's financials, their business model, their competitors and the macroeconomic environment. Nothing here should be construed as investment advice.