Cluseau Research

Earnings Updates and A Software Shot in the Dark

Value in the Wreckage?

17 hrs ago • Cluseau Research

30

February 3 2026

AI's Impact on Software Lending, Bank Earnings, and Selectively Buying the Infrastructure and Insurance Dip

Feb 3 • Cluseau Research

65

2

January 2026

Jan 26 2026

Earnings Season Heats Up With Semis in Focus, a Hidden Japanese Discount-to-Nav Situation Set to Report, and a Rare Vote of Confidence in HK Small Caps

Jan 26 • Cluseau Research

28

1

Thinking Outside the Box

Unlocking Institutional Borrowing and Lending Rates With Box Spreads

Jan 14 • Cluseau Research

23

1

November 2025

Snacking on Banking and Insurance

A Spoon Full of 7x Value Makes the Medicine Go Down, and My Thoughts on Timing and Position Sizing

Nov 25, 2025 • Cluseau Research

40

Double Vision?

Getting the Most Out of Your Money With Dual Class Shares - Samsung, Taiwan Semi, and a Niche Financials Name at 6.5x Earnings and a 4.8% Dividend

Nov 11, 2025 • Cluseau Research

32

October 2025

Tis The (Earnings) Season

Updates on the High Conviction Trade Series, and What I'm Looking For Next

Oct 27, 2025 • Cluseau Research

28

1

Capital Markets, AI, and Rare Earths

5 Lesser-Known Names with High Exposure

Oct 15, 2025 • Cluseau Research

37

3

30 Days to November

From Collapse to Cash Cow - The Quiet Comeback of the Florida Insurance Specialists

Oct 8, 2025 • Cluseau Research

56

September 2025

Deep Value In Options?

Using Options Overlays to Structure a Maximum Risk-to-Reward Setup

Sep 23, 2025 • Cluseau Research

38

2

Dividends, Discounts, Diamonds in the Rough

An Inflecting Pawn Shop at 7x Earnings, a Japanese Software Developer at 12x, a Newly Restructured Bank with a Soon-To-Be 9% Dividend, and a 8.3% Bank…

Sep 10, 2025 • Cluseau Research

46

August 2025

Shifting Into "Rates Down"

Six Names Across Banking and Real Estate Poised to Benefit from Rate Cuts

Aug 29, 2025 • Cluseau Research

59