COVERAGE LIVE /SESSION 04 · APR 25 2026 /RESEARCH INDEX · 184 ENTRIES

FRESH 7D 12 /OPEN POSITIONS 14

Eschatos Research

EST. MMXXIV · ISSUE 184

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Eschatos/Research Index

Every thesis on the desk, fully traceable.

184 writeups across 9 sectors, 5 analysts. Each entry links back to its dossier, screen, and evidence rows. Filter by stance, conviction, sector, or analyst.

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Sector ▾ Analyst ▾ Conviction ▾ Date ▾

Showing 12 of 184 · sort: filed desc

Coalstone is being repriced as a specialty input, not a building material.

Three quarters of dossier work, transcript reads, and ground-truth checks across eleven plants. Specialty mix is the new operating sentence.

22 Apr · 06:14

Veridian's CFO transition is the tell, not the headline number.

Working capital choreography ahead of the search firm engagement; defensive timing, not strategic.

VRDN.OPEER:NXTR

Short · Catalyst

21 Apr · 06:08

Bethel Energy: the depreciation reset everyone is waiting for is structurally late.

Three field accountants and a regulator filing tell a different timeline than sell-side notes.

Long · Conviction

19 Apr · 14:42

Halycon Bio's pipeline narrative survives — its capital plan does not.

The science is real. The next financing window isn't. Long thesis paired with a dilution-aware structure note.

Watch · Structure

17 Apr · 11:20

Sovereign Re's reserve releases are no longer voluntary. They are a tell.

Two consecutive quarters of "favorable development" against a hardening book.

Short · Governance

15 Apr · 07:55

Atlas Logistics is being misread as a cyclical. It's an infrastructure compounder.

Throughput per terminal, contract step-ups, and a quietly disciplined buyback. Initiating long with 24-month horizon.

Long · Initiation

12 Apr · 09:11

Kryos Materials: a clean compliance file, an unclean ownership chart.

Two beneficial-ownership disclosures don't reconcile. Not a thesis yet — a governance escalation.

10 Apr · 17:30

Mera Therapeutics: indication breadth is a liability, not a moat.

Trial design economics on three programs imply structural underinvestment per indication. Re-rating thesis with attached scoring memo.

Watch · Re-rate

08 Apr · 10:18

Quorum Aerospace's backlog quality has improved faster than its multiple.

Reading the backlog by program rather than by dollar value tells a cleaner story than the consolidated number.

06 Apr · 08:32

Paragon Holdings: the capital allocation framework has quietly reset.

Buyback velocity and segment capex pattern tell a story management has not yet narrated.

Long · Initiation

03 Apr · 16:45

Catalyst Networks: the interconnect business is mispriced relative to private comps.

Pulling four private market data points and three regulator filings yields a different rev quality picture than the consolidated.

01 Apr · 09:20

Holstead Capital: a private-credit book that's earning its multiple — for now.

Origination quality and concentration analysis. We rate the book a B+, the structure a C.

Watch · Structure

28 Mar · 13:02

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