Equity Research Library
Non-commercial research across sectors, companies, and long-horizon themes — publicly available for educational purposes only, not investment advice.
Part II of the Fayd Robotics Series: a layered public-market exposure framework across critical materials, precision motion control, and deployed automation — MP Materials, Moog, and Symbotic.
Part I of the Fayd Robotics Series: humanoid robotics is moving from technical feasibility toward commercial testing, with near-term adoption centered on industrial settings.
A company-level look at Roper's 2026 de-rating: whether the 30–40% drawdown reflects a market overreaction to conservative guidance or genuine structural deceleration.
Three long ideas across pharma and medtech — Eli Lilly, Novo Nordisk, and Inspire Medical Systems — spanning quality momentum, valuation turnaround, and a contrarian medtech setup.
A long/short framework for a structurally tight copper market, where jurisdiction, processing capacity and supply-chain security increasingly determine equity outcomes.