Latest Research
Tutor Perini Corporation (TPC)
Tutor Perini Corporation, founded in 1894 as Perini Corporation and rebranded in 2009 to reflect the Tutor family's enduring leadership, has spent 130 years building what is now a formidable franchise in complex public infrastructure. The company operates as a vertically integrated general contractor across three segments: Civil (highways, bridges, tunnels, mass-transit), Building (healthcare, detention facilities, education), and Specialty Contractors (mechanical, electrical, plumbing, HVAC)....
Rocket Lab USA, Inc. (RKLB)
Rocket Lab USA, Inc., incorporated in 2006 and headquartered in Long Beach, California, began not as a rocket company but as a systems integrator disguised as a launch provider. Founder Peter Beck built Electron to solve the hardest problem in space: not just reaching orbit, but doing so with the reliability and cadence that satellite operators needed to build viable businesses. That mission required a fundamentally different architecture—one that prioritized rapid reusability, automated...
Rocket Lab USA, Inc. (RKLB)
Rocket Lab USA, Inc., founded in 2006 and headquartered in Long Beach, California, began as a founder-led company built around the Electron rocket's promise of rapid, high-cadence small satellite launches. This origin story established a culture of execution discipline that now underpins a far more ambitious strategy. The company has methodically evolved from a single-product launch provider into an end-to-end space infrastructure platform, a transformation accelerated by a 2025 holding company...
Solaris Resources Inc. (SLSR)
Solaris Resources, incorporated in 2018 and rebranded from Solaris Copper in December 2019, operates as a pure-play copper developer in a market facing structural supply deficits. The company relocated its headquarters to Baar, Switzerland in November 2025—a move that signals strategic flexibility for international financing and potential M&A discussions rather than mere administrative convenience. Solaris generates no revenue, burns approximately $61 million in free cash flow annually, and...
Sally Beauty Holdings, Inc. (SBH)
Sally Beauty Holdings, founded in 1964 and headquartered in Denton, Texas, operates a dual-segment model that serves both retail consumers and professional stylists through two distinct but complementary businesses. The Sally Beauty segment is an omni-channel retailer offering professional-quality beauty supplies at attractive prices, while Beauty Systems Group (BSG) functions as a full-service distributor exclusively for salons and licensed professionals. This structure positions SBH as the...
NIQ Global Intelligence Plc (NIQ)
NIQ Global Intelligence plc, founded on March 5, 2021, when Advent International acquired Nielsen's consumer intelligence subsidiaries, has rapidly evolved from a traditional market research provider into an AI-powered consumer intelligence platform. Headquartered in London with global operations spanning 100+ countries, the company generates revenue by selling subscription-based access to its proprietary data ecosystem and customized analytics solutions to consumer packaged goods companies and...
GRAIL, Inc. (GRAL)
GRAIL, Inc. was founded in 2016 with a singular mission: detect cancer early through a simple blood test. Incorporated in 2015 and headquartered in Menlo Park, California, the company launched its Galleri test in mid-2021, positioning itself as the first mover in the multi-cancer early detection (MCED) market. This head start matters because MCED represents a fundamental shift in oncology—from screening for individual cancers based on organ-specific guidelines to detecting a shared cancer...
Sanmina Corporation (SANM)
Sanmina Corporation, co-founded by Jure Sola in 1980 and headquartered in San Jose, California, has spent four decades evolving from a printed circuit board manufacturer into a sophisticated provider of integrated manufacturing solutions. The company operates through two distinct segments that tell the story of its strategic direction: Integrated Manufacturing Solutions (IMS), which generated $6.51 billion in fiscal 2025 revenue at 7.7% gross margins, and Components, Products and Services...