Kairos Research
Subscribe
Sign in
Home
Notes
Thoughts and notes
Archive
Newsletters
About
Tasmea
An industrial services compounder
Feb 9
•
Kairos Research
26
11
3
Latest
Top
Discussions
FTAI Power and QXO's next aquistion
An update on FTAI and QXO
Jan 20
•
Kairos Research
17
2
3
ContextLogic
From failed e-commerce platform to capital allocation vehicle
Jan 13
•
Kairos Research
29
2
2
QXO
Is QXO Brad Jacobs next multi bagger roll-up?
Dec 11, 2025
•
Kairos Research
31
4
CSW Industrials
A industrial compounder with temporary headwinds.
Nov 25, 2025
•
Kairos Research
36
5
7
Asseco Poland thesis playing out
Asseco Update
Oct 21, 2025
•
Kairos Research
31
2
6
Why I bought FTAI Aviation
Why I took a position
Oct 15, 2025
•
Kairos Research
35
6
7
Crane Co.
An highly engineered components manufacturer
Aug 26, 2025
•
Kairos Research
24
1
See all
Kairos Research
Newsletter about value investing.
Subscribe
Kairos Research
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts