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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
[POR] Portland General Electric Thesis 2026: Oregon Data-Center Load Growth Funds a Clean-Energy Transition
POR
Sep 3, 2026
ARCB: FY25 Deep Dive
ARCB
Sep 3, 2026
[WSO] Watsco Thesis 2026: A2L Refrigerant Transition Drives Pricing Power and Acquisitions
WSO
Sep 3, 2026
Hyatt 2025-26: Asset-Light Pivot, FY26 Adj EBITDA +13-17%
H
Sep 3, 2026
[CHD] Church & Dwight Thesis 2026: Touchland Acquisition Expands Into Premium Personal Care
CHD
Sep 3, 2026
[ONON] On Holding Compounds Premium Running Brand Through Brand Scaling And DTC And Apparel Expansion
ONON
Sep 3, 2026
[CNK] Cinemark Compounds Exhibition Franchise Through Theatrical Attendance And Film Slate
CNK

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