Research library
Full research reports, with public previews of the thesis, evidence and risks.
Deep Dive · Companies
Blockhaven's full 43-page initiating research on Micron, published November 2, 2026: 2/5 Cautious at the October 30, 2026 close. A public preview of the rating, thesis, selected sections, risks, methodology and disclosures, quoted verbatim from the report.
43-page report
Deep Dive · Companies
Research Added to siteBlockhaven's full 64-page research on Alphabet, published October 21, 2026: 2/5 Cautious, confidence low. A public preview of the rating, thesis, selected sections, risks, methodology and disclosures, quoted verbatim from the report.
64-page report
Deep Dive · Companies
Research Added to siteBlockhaven's full 51-page initiation on NIKE, dated September 24, 2026: 3/5 Balanced, confidence moderate. A public preview of the rating, thesis, selected sections, risks, methodology and disclosures, quoted verbatim. A later October 9 update lowered the rating to 2/5 Cautious.
51-page report
Dated investment research and subsequent updates, newest first.
Research Note · Companies
Research Added to siteBlockhaven's frozen, pre-Q3 research assessment of Alphabet, published October 21, 2026: 2/5 Cautious, confidence low. The franchise is strong; the September 29 price needs the return on Alphabet's new capital to sit close to our bull case.
21 min read
Research Note · Companies
Research Added to siteBlockhaven's October 9, 2026 update on NIKE: the first quarter matched guidance but the full-year guidance did not, and Blockhaven lowers NKE to 2/5 Cautious at the October 8 close. A dated research record that supplements the September 24 initiation.
4 min read
Research Note · Companies
Research Added to siteBlockhaven's September 24, 2026 initiation on NIKE: distribution is recovering, but consumer demand and profit repair are not yet proven. A dated research record; the October 9, 2026 update lowered the rating and replaced the base case.
2 min read
Guides to the businesses, methods and assumptions behind the research.
Learning Edition · Companies
Research Added to siteA learning edition based on Blockhaven's frozen October 21, 2026 Alphabet research: how Alphabet makes money, what a backlog, a DCF and a scenario are, why depreciation is not replacement, and what would make the thesis stronger or weaker.
21 min read
Dated notes on individual companies, each saying why it was written. They live under Companies, with the latest reported quarter beside them.
AMZN
Published Nov 2, 2026
Event Oct 29, 2026
Revenue growth moderated to 12.1% from 19.6%, and operating margin widened 423 basis points to 13.9%.
Amazon · Published because: Blockhaven's first note on Q3 FY2026, whose results were filed Oct 29, 2026: the latest reported quarter sent mixed signals.
INTC
Published Oct 30, 2026
Event Oct 29, 2026
Revenue growth moderated to 20.9% from 25.4%, and operating margin widened 1027 basis points to 15.3%.
Intel · Published because: Quarterly results were reported (Oct 29, 2026).
NOW
Published Oct 29, 2026
Event Oct 28, 2026
Revenue growth moderated to 20.5% from 24.0%, and operating margin narrowed 741 basis points to 9.4%.
ServiceNow · Published because: Quarterly results were reported; guidance was introduced (Oct 28, 2026).
BSX
Published Oct 28, 2026
Revenue growth moderated to 1.4% from 7.5%, and operating margin narrowed 458 basis points to 16.1%.
Boston Scientific · Published because: Quarterly results were reported (Oct 28, 2026).
Showing 4 of 7 items
Full research reports, with public previews of the thesis, evidence and risks.
Deep Dive · Companies
Blockhaven's full 43-page initiating research on Micron, published November 2, 2026: 2/5 Cautious at the October 30, 2026 close. A public preview of the rating, thesis, selected sections, risks, methodology and disclosures, quoted verbatim from the report.
43-page report
Deep Dive · Companies
Research Added to siteBlockhaven's full 64-page research on Alphabet, published October 21, 2026: 2/5 Cautious, confidence low. A public preview of the rating, thesis, selected sections, risks, methodology and disclosures, quoted verbatim from the report.
64-page report
Dated investment research and subsequent updates, newest first.
Research Note · Companies
Research Added to siteBlockhaven's frozen, pre-Q3 research assessment of Alphabet, published October 21, 2026: 2/5 Cautious, confidence low. The franchise is strong; the September 29 price needs the return on Alphabet's new capital to sit close to our bull case.
21 min read
Guides to the businesses, methods and assumptions behind the research.
Learning Edition · Companies
Research Added to siteA learning edition based on Blockhaven's frozen October 21, 2026 Alphabet research: how Alphabet makes money, what a backlog, a DCF and a scenario are, why depreciation is not replacement, and what would make the thesis stronger or weaker.
21 min read