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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

[PHG] Philips Thesis 2026: Diagnostic Imaging Recovery Drives Post-Respironics Margin Expansion

Sep 3, 2026

[IHG] InterContinental Hotels Compounds Asset-Light Hotel Franchise Through Travel Demand And Pipeline

Sep 3, 2026

[FAST] Fastenal Thesis 2026: Onsite + Vending + FMI Digital Channel Expansion + 26-Year Dividend Aristocrat Anchor Industrial Distribution Through Manufacturing Cycle

Sep 3, 2026

[INGM] Ingram Micro Holding Thesis 2026: Global IT Distribution Scale Plus Xvantage Platform Margin Mix

Sep 3, 2026

[BIIB] Biogen Thesis 2026: New Growth Portfolio Offsets Accelerating Multiple Sclerosis Decline

Sep 3, 2026

[IAC] IAC Compounds Internet Franchise Through Brand Portfolio And Spin Off Architecture

Sep 3, 2026

[EVRG] Evergy Thesis 2026: Kansas Data Center Wins Drive Industrial Load Growth

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