Project Heikegani - Terminal Research Hub

m3-memo-tempus.md

heikegani@research ~/equity-research $ cat m3-memo-tempus.md

M3 Memo: Tempus AI (NASDAQ: TEM)

Comprehensive M3 framework analysis (Market, Management, Money) of the leading AI-enabled precision medicine platform. Covers $141B+ precision medicine TAM, Eric Lefkofsky's leadership, $1.27B revenue with 83% growth, and the company's data moat serving 95% of top pharma companies. Deep dive into competitive positioning against Foundation Medicine, business model evolution from genomic testing to data licensing, and path to profitability through network effects.

M3-Framework Healthcare-AI Precision-Medicine Public-Company

2026-02-12 17:42:33

cat m3-memo-tempus.md

m3-memo-glean.md

heikegani@research ~/equity-research $ cat m3-memo-glean.md

M3 Memo: Glean — Enterprise AI Search

Deep M3 framework analysis of the enterprise AI search platform founded by ex-Google engineer Arvind Jain. Covers the $50B+ enterprise search TAM, competitive positioning against Microsoft Copilot and Google, and Glean's unique connector-based moat. Includes management deep dive, SaaS unit economics, and funding history from Sequoia, Kleiner Perkins, and Lightspeed.

M3-Framework Enterprise-AI Private-Company

2026-02-12 17:42:33

cat m3-memo-glean.md

hot-100-top-20.md

heikegani@research ~/ipo-pipeline $ grep -E "(IPO|candidate)" hot-100-top-20.md

The "Hot 100" - Top 20 IPO Candidates

Comprehensive analysis of 20 high-potential venture-backed companies positioned for IPO between 2026-2027. Features detailed company profiles with sector analysis, valuation metrics, IPO timelines, key investors, and strategic connection opportunities through fund manager networks. Now includes integrated VC commentary and investor sentiment analysis for each company, plus 5 dark horse candidates under $1B valuation.

IPO-Pipeline Private-Markets Growth-Equity VC-Commentary

2026-02-13 10:15:42

vim hot-100-top-20.md

pre-ipo-markets-analysis.md

heikegani@research ~/market-analysis $ less pre-ipo-markets-analysis.md

Pre-IPO Markets Are Weird Right Now

Matt Levine-style market analysis exploring 25 pre-IPO companies grouped into five investment themes. From enterprise AI that actually works to the beautiful boredom of B2B SaaS, this breaks down what's really happening in growth equity when everyone thinks IPO windows are "closed." Covers why access matters more than analysis, and why $10B+ deals are the financial equivalent of buying a house in San Francisco.

Market-Commentary Investment-Themes Money-Stuff-Style Growth-Equity

2026-02-13 14:28:17

less pre-ipo-markets-analysis.md

saas-equity-research-2026.md

heikegani@research ~/public-equities $ tail -f saas-equity-research-2026.md

SaaS Equity Research: 10 Oversold Candidates (2026)

Comprehensive analysis of 10 enterprise software companies repricing in early 2026. Covers ServiceNow, Veeva, HubSpot, Atlassian, Asana, Zscaler, Elastic, SentinelOne, Datadog, and ServiceTitan. Includes competitive positioning, bull/bear cases, valuation analysis, and conviction ratings.

SaaS Enterprise-Software Valuation

2026-02-10 09:33:21

nano saas-equity-research-2026.md