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Published research · Complete archive2026 · 3564 notes

Archive

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

Sep 3, 2026

[PAGP] Plains GP Holdings Compounds Midstream Franchise Through Crude Pipelines And Distributions

Sep 3, 2026

[FIVE] Five Below Compounds Extreme-Value Retail Through Store Expansion And Five Beyond Format

Sep 3, 2026

[MMSI] Merit Medical Thesis 2026: A Cardiology-Radiology-Endoscopy Medical-Device Compounder Rides Vascular and OEM

Sep 3, 2026

[TPL] Texas Pacific Land Thesis 2026: Permian Royalty Premium Tests Surface Land Monetization

Sep 3, 2026

[MIR] Mirion Technologies Thesis 2026: A Radiation-Detection Pure-Play Rides the Nuclear-Power Renaissance and Cancer-Therapy Demand

Sep 3, 2026

[FNV] Franco-Nevada Compounds Royalty Portfolio Through Precious Metals Cycle And Cobre Panama Restart

Sep 3, 2026

[ONDS] Ondas Builds Technology Franchise Through Wireless Networks And Autonomous Drones

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