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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
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Banyan Lane Capital LLC
4
1
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
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Banyan Lane Capital LLC
11
2
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
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Banyan Lane Capital LLC
6
1
Who is Larry Gies? Founder of MAIR with $9bn stake
Undiscovered industrialist founder of MAIR, $9bn stake, just put in more equity
Aug 28
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Banyan Lane Capital LLC
5
Proven Buy-Down Machine, Growth Sweet Spot, But at What Price?
Arxis (ARXS) - Underfollowed A&D / Industrial Acquirer
Aug 27
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Banyan Lane Capital LLC
6
1
Multibagger Price on Newly Public Compounder (Part 1)
4 Months Later - Multiple Halved, Transformative Acquisition, Time to Zoom Out
Aug 24
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Banyan Lane Capital LLC
7
1
1
New Permit = New (Greek Yogurt) Growth
Kri Kri (KRI.AT) to grow EPS mid teens CAGR through 2030, and likely well beyond
Aug 21
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Banyan Lane Capital LLC
8
5
2
ADIG - first quarter post spin
Typical messy spinoff adjustments, but story remains the same with strong multi-year upside
Aug 19
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Banyan Lane Capital LLC
3
AI for furry friends? Missed the turn, waiting for entry
Idexx (IDXX): best vet franchise now putting AI in exam rooms, re-accelerating through an industry slump, and then jumped 5% on earnings this week…
Aug 6
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Banyan Lane Capital LLC
2
FormFactor (FORM)
Toll booth on chip complexity with a Physical AI call option
Aug 4
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Banyan Lane Capital LLC
2
2
July 2026
ADI Global Distribution (ADIG): Greenblatt-Style Spinoff Coming With an AI Angle
Boring business, one-time GAAP losses, inherited leverage, ~$1.5bn market cap with a significant self-improvement path already in progress in part…
Jul 29
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Banyan Lane Capital LLC
3
1
1
The Lockup Dip Most Ofen Lands Before the Lockup
What 19 marquee IPOs reveal about the most over-anticipated date on the calendar, and why the flood everyone fears often marks the bottom
Jul 24
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Banyan Lane Capital LLC
5
1
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