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Black Coffee Research

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The Latte

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Apr 26, 2026

25 days ago

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The natural evolution of The Latte is here — it's called Black Coffee Research. Every 6–8 weeks, I publish a full-length equity deep dive — multi-scenario DCF valuation, risk assessment, competitive analysis, and a clear investment verdict. The first report is a 27-page memo on York Space Systems ($YSS), a newly public defense satellite prime sitting at the center of a $175B+ spending cycle. If you want institutional-grade stock research without the institutional price tag, you can join as a founding member here — the founding rate locks in at $350/year before rising to $500.

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