Kairos Research

Crane Co.

An highly engineered components manufacturer

Aug 26 • 

Kairos Research

23

Acuren Q2 Earnings review

Q2 Financial Highlights

Aug 19 • 

Kairos Research

14

2

Lindbergh $LDB.MI

A unique logistics business with an HVAC roll up on the side.

Aug 5 • 

Kairos Research

28

4

July 2025

AAON

A unique and innovative HVAC manufacturer

Jul 16 • 

Kairos Research

31

June 2025

API Group: A reasonable path to $75+ per share

API's new financial targets and goals

Jun 30 • 

Kairos Research

30

1

May 2025

Acuren - NV5 merger

A turning point for Acuren?

May 29 • 

Kairos Research

21

5

NVR

NVR is on sale

May 19 • 

Kairos Research

28

4

April 2025

Double Down Interactive

A deep value I-Gaming company

Apr 18 • 

Kairos Research

20

7

"Go ahead, skin it"

Another post about tariffs

Apr 10 • 

Kairos Research

24

March 2025

Asseco Poland

The poor mans Constellation Software?

Mar 26 • 

Kairos Research

40

11

February 2025

TopBuild

A quality insulation roll-up shrouded in pessimism.

Feb 25 • 

Kairos Research

29

6

FIHL a cheap specialty insurer trading at 0.7x book

Overview

Feb 14 • 

Kairos Research

13

1