MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Kairos Research

Publishes value-investing research, company updates, and detailed analysis of underappreciated public businesses.

https://kairosresearch.substack.com/

Mentions8
Posts7
Latest post2 Oct 2026
EVI Industries, Inc.EVI Industries. Margin inflection or fake out?-2 Oct 2026
ContextLogic Holdings Inc.ContextLogic-19 Aug 2026
FTAI Aviation Ltd.FTAI update.-1 Aug 2026
Aimia Inc.Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy-24 Jun 2026
TIC Solutions, Inc.TIC Solutions Update: New performance framework and a path to $26+ per share.-22 May 2026
Kingsway CorporationKingsway Financial (Soon to be Kingsway Corporation)-12 May 2026
GPGI, Inc.GPGI Inc.-30 Apr 2026
Resolute Holdings Management, Inc.GPGI Inc.-30 Apr 2026