Archive - Banyan Lane Research

What AI bulls should be maniacally focused on now... Updating my February framework

I am a generalist who reads widely and pieces together a mosaic.

Oct 13 • Banyan Lane Capital LLC

September 2026

Neoclouds: prices up, premiums down...

Since we last published, compute prices kept rising and supply got tighter.

Sep 28 • Banyan Lane Capital LLC

Specialty Pharmacy is actually a “special” business (STLN)

Framing multi-year potential upside ahead of announced strategy

Sep 28 • Banyan Lane Capital LLC

Alphabet (GOOGL): Have a little imagination...

How returning to the frontier + productization can unlock huge opportunities

Sep 25 • Banyan Lane Capital LLC

Royal Caribbean (RCL): DEAL MISUNDERSTOOD, see you in 3yrs 100% higher

Underappreciated platform building opportunity

Sep 23 • Banyan Lane Capital LLC

Discovery Phase for Healthcare’s Next Compounder

Bull Case: 3x+ in 3yrs for Massively Underpenetrated Value-Based Care Provider

Sep 22 • Banyan Lane Capital LLC

Neocloud Endgame

Consolidation should be the the path for compute to 2029, but there will be losers

Sep 18 • Banyan Lane Capital LLC

SE: Shopee Tactics Come to Monee

S&M took twice the margin that credit provisions did, Stripe in Q4’26 tests whether the bill peaks.

Sep 9 • Banyan Lane Capital LLC

Alphabet (GOOGL): GCP Monster Slowly Waking Up

Google Cloud from 5% of earnings two years ago to half on capacity being built. Now wait to see where pricing lands in the coming quarters to see how…

Sep 7 • Banyan Lane Capital LLC

August 2026

Sea Ltd (SE): Investment Cycle Ends as Ads Inflect

EBITDA to 3.5x in 3 years trading at 14x ‘27 EBITDA

Aug 31 • Banyan Lane Capital LLC

Who is Larry Gies? Founder of MAIR with $9bn stake

Undiscovered industrialist founder of MAIR, $9bn stake, just put in more equity

Aug 28 • Banyan Lane Capital LLC

Proven Buy-Down Machine, Growth Sweet Spot, But at What Price?

Arxis (ARXS) - Underfollowed A&D / Industrial Acquirer

Aug 27 • Banyan Lane Capital LLC

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