Search
Searching Goglides
Loading matching companies, research, topics, and discussions.
Loading matching companies, research, topics, and discussions.
Search uses Goglides API results from the projection-backed discovery index. Private, draft, hidden, unpublished, and admin-only content stays out of public results.
Showing public results only.
A Microsoft five-year double thesis focused on Azure AI demand, Copilot monetization, enterprise distribution, capital intensity, and regulatory risk.
Signed-in searches appear here after you use search.
Tag facets appear after tag usage counts are rebuilt.
A Coverage Bootstrap Microsoft company evaluation covering Azure, Microsoft 365, Copilot, AI capex, enterprise distribution, security, gaming, regulation, and valuation setup.
OpenCitigroup is a globally important bank with FY2025 revenue of $85.2 billion, Q1 2026 revenue of $24.6 billion and $1.45 trillion of deposits, but the thesis depends on deposit stability, credit, capital and simplification execution.
OpenBank of America reported FY2025 revenue of $113.1 billion, FY2025 net income of $30.5 billion and Q1 2026 net income of $8.6 billion. The thesis is deposit durability, capital discipline and credit quality through the rate cycle.
OpenAGI Inc came public with Banco Agibank scale, 7.1 million active clients, a R$35.5 billion credit portfolio and post-IPO capital strength, but the thesis turns on INSS access, credit quality, funding spreads and founder-controlled governance.
OpenADMA is profitable and ASCENIV is still growing, but Q1 2026 reset the story: standard IG pricing pressure, distributor timing, BIVIGAM weakness, and long-term guidance withdrawal turned 2026 into a proof year.
OpenAclaris has enough cash to run a busy 2026 immunology catalyst calendar, but the company still has no approved wholly controlled product, recurring operating losses, ATM dilution, and several clinical proof gates that can change the story quickly.
OpenTag facets appear after tag usage counts are rebuilt.