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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

[SAGE] Sage Therapeutics Compounds Brain Health CNS Pipeline Through ZURZUVAE Adoption And Biogen Partnership

Sep 3, 2026

[BCPC] Balchem Thesis 2026: A Specialty Choline And Encapsulation Compounder Plus Methodical M&A Compounds At Mid-Single-Digit Pace

Sep 3, 2026

MFAN: FY25 Deep Dive

Sep 3, 2026

[ECL] Ecolab Thesis 2026: Operating Leverage Drives Earnings Despite Buyback Slowdown

Sep 3, 2026

[XYZ] Block Inc. Thesis 2026: Cash App Re-Acceleration Tests Bitcoin Treasury and Banking Expansion

Sep 3, 2026

[ETN] Eaton Thesis 2026: Data Center Power Management Anchors Multi-Year Industrial Compounding

Sep 3, 2026

[ED] Consolidated Edison Thesis 2026: NYC Climate Mobilization Drives Long-Cycle Capex Plan

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