One page per company, with its research grouped by type.
Coverage of SpaceX and Starlink: reported results and estimates, free float, lock-up releases and index inclusion, ownership and voting control, and the AI infrastructure build-out. 26 reports; latest October 20, 2026.
Coverage focuses on the commercial delivery ramp, free-cash-flow recovery and balance-sheet capacity, and on how index funds, active managers and the employee trust are positioned through the turnaround. 15 reports; latest October 27, 2026.
Coverage of Coupang’s growth and margins, competitive position in Korean e-commerce, and the dual-class ownership structure. 6 reports; latest October 2, 2026.
Coverage of Delta’s earnings, free cash flow under fuel volatility, premium revenue and the shareholder register. 6 reports; latest October 8, 2026.
Coverage of Remitly’s profitability inflection, competitive corridors, and institutional and insider ownership. 5 reports; latest September 13, 2026.
Coverage of Comcast’s ownership and voting control, wireless strategy, acquisition record and media-sector consolidation. 5 reports; latest September 26, 2026.
Coverage of Coursera’s results, the Udemy combination, and shareholder activity including Insight Partners’ sales and the buyback. 5 reports; latest August 7, 2026.
Coverage of QuidelOrtho’s institutional ownership changes, deleveraging, guidance record and franchise position. 8 reports; latest August 7, 2026.
Coverage of AECOM’s acquisition of Consigli and the competitive landscape for AI-assisted engineering. 3 reports; latest August 10, 2026.
Companies covered by a single report. 1 reports; latest June 2026.