Company & Ecosystem Research

High-signal company & ecosystem research.

Interactive company and ecosystem research dashboards analyzing structural business quality, economic moats, value capture mechanics, and technology migrations.

Emerging Global Giants

ByteDance

ByteDance core & GenAI

Consolidated segment and geo revenue estimates, TikTok Shop e-commerce scaling, Douyin shelf-based mall growth, and the flagship Doubao GenAI capex analysis.

Open research ->
ETH

State of Ethereum Q1 2026

Modular scaling roadmap, Layer-2 execution migration dynamics, blob space capacity, and the institutional settlement yield thesis.

Open research ->
Stripe

Stripe Underworld Pivot

A deep dive into Stripe's $1.9T global processing scale, acquisition of Bridge stablecoin orchestrator, the Tempo L1 blockchain, and the autonomous AI agent payments protocol.

Open research ->
Revolut

Revolut city innovation

An interactive annual-report visualization of growth, operating leverage, and financial product expansion.

Open research ->

Pre-IPO Digital Globalization

Rippling vs. Deel

Digital Globalization Titans

A rigorous comparative deep dive into the corporate strategies, ARR scaling curves, platform database moats, and operational compliance engines defining modern global work.

Open research ->
Xiaohongshu (RED)

The Search-Commerce Engine

An institutional deep dive into RED's search recommendation feedback loops, user engagement matrices, and the mathematical reconciliation of its high-margin UGC business model.

Open research ->

Mid Cap

EXPE vs. BKNG

Expedia vs. Booking Holdings

Is Expedia's business quality catching up? A comparative analysis of Expedia's massive B2B software wedge (+25% growth) against Booking's high-margin agency empire.

Open research ->
MTCH vs. BMBL

Dating sector warfare

A comparative analysis of Match Group vs. Bumble. Explores structural Gen Z swipe fatigue, Hinge's explosive growth, interest cost refinancing cliffs, and AI disruption.

Open research ->
OPRA

Opera Limited deep dive

Opera GX gaming ARPU expansion, light-asset ad monetization, high FCF cash quality, and shareholder reallocation (buybacks & dividends).

Open research ->

Hedge Funds & Market Makers

Citadel

Citadel: The Dual Giant

Ken Griffin's dual empire: the Wellington multi-strategy alpha engine ($67B AUM) and the dominant Citadel Securities market maker internalizing 35-40% of retail U.S. cash equity volume.

Open research ->
HFT / MM

Elite Market Makers

A comparative study of the secretive algorithmic firms internalizing global flows and providing liquidity: Hudson River Trading (HRT), Jump Trading, and Virtu Financial.

Open research ->
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