Independent market research — macro theses, equity dossiers, and plain-English breakdowns. Every paper published here is the full working document, charts and all.
Macro thesis on structurally undervalued agricultural commodities — oil shock risk, supply constraints, fertilizer crisis — expressed through six high-conviction equity ideas.
READ →An LSE micro-cap rare-earths developer, decoded: Phalaborwa economics, the suspended Gakara asset, burn rate, and the risk register — in plain English.
READ →A services-heavy federal IT contractor re-rated as a technology-led defense prime — FY26 Q3 preview, backlog math, and the conviction case.
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