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Published research · Complete archive2026 · 3564 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
[TPH] Tri Pointe Homes Thesis 2026: A California-Southwest-Texas-Carolinas Homebuilder Rides Sun-Belt Population Growth
TPH
Sep 3, 2026
[ANAB] AnaptysBio Compounds Immunology Franchise Through Antibody Pipeline And Clinical Readouts
ANAB
Sep 3, 2026
BBT: FY25 Deep Dive
BBT
Sep 3, 2026
FXNC: FY25 Deep Dive
FXNC
Sep 3, 2026
[AIT] Applied Industrial Technologies Thesis 2026: MRO Distribution Drives Engineered Solutions Cycle
AIT
Sep 3, 2026
[WPC] W. P. Carey Thesis 2026: Industrial Net Lease Deployment Reaches Record Invested Capital
WPC
Sep 3, 2026
[FRMI] Fermi Compounds Utility Franchise Through Power Generation And Utility Operations
FRMI

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