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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
TPG 2025-26: $51B Capital Raised (+71%), $52B Deployed, FRE Margin 47%
TPG
Sep 3, 2026
[TGTX] TG Therapeutics Thesis 2026: An Anti-CD20 MS Drug Scales Toward Profitability and a CAR-T Optionality Pipeline
TGTX
Sep 3, 2026
SMSI: FY25 Deep Dive
SMSI
Sep 3, 2026
[VECO] Veeco Instruments Thesis 2026: Laser Annealing Captures HBM + Advanced Logic Convergence
VECO
Sep 3, 2026
SMP: FY25 Deep Dive
SMP
Sep 3, 2026
[WHD] Cactus Inc Thesis 2026: A Wellhead-and-Pressure-Control Compounder Rides Permian and Spoolable
WHD
Sep 3, 2026
[MC] Moelis & Company Thesis 2026: A Founder-Led Independent Advisory Boutique Rides M&A Cycle Recovery
MC

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