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Published research · Complete archive2026 · 3552 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026

[FIX] Comfort Systems Thesis 2026: Data Center Backlog Drives Specialty Contracting Premium Growth

Sep 3, 2026

[DG] Dollar General Thesis 2026: Execution Reset After Expansion Overshoot

Sep 3, 2026

[PTCT] PTC Therapeutics Thesis 2026: A Rare-Disease Biopharma Compounds On Evrysdi Royalties While Sepiapterin And Vatiquinone Approach Decision Points

Sep 3, 2026

[BN] Brookfield Corporation Thesis 2026: Distributable Earnings Grow, AI Infrastructure Launched

Sep 3, 2026

[CHTR] Charter Communications Thesis 2026: Cox Merger and Capex Surge Reshape Cable Competitive Position

Sep 3, 2026

[VSNT] Versant Media Compounds Networks Franchise Through Cable Portfolio And Distribution Transition

Sep 3, 2026

[EA] Electronic Arts Thesis 2026: Bookings Growth Recovery Guided as Live Services Stabilize

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