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
[QCOM] Qualcomm Thesis 2026: Auto Diversification Accelerates Despite One-Time Tax ChargeSep 3, 2026
[JJSF] J&J Snack Foods Thesis 2026: ICEE Captive Syrup Flywheel Compounds at 88K MachinesSep 3, 2026
[KC] Kingsoft Cloud Compounds Cloud Franchise Through AI Cloud Demand And Margin ImprovementSep 3, 2026
[AIZ] Assurant Thesis 2026: Device Protection Growth Tests Lender-Placed Cycle NormalizationSep 3, 2026
[PBPB] Potbelly Corporation Thesis 2026: Sandwich Fast Casual Franchise Conversion Compounder