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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

[CSAN] Cosan Compounds Energy Franchise Through Diversified Portfolio And Brazilian Infrastructure

Sep 3, 2026

[RSI] Rush Street Interactive Thesis 2026: iCasino-Heavy Online Mix Drives Adjusted EBITDA Inflection

Sep 3, 2026

[O] Realty Income Thesis 2026: Spirit Realty Integration Year + Monthly Dividend Aristocrat Tests Acquisition Pacing After Cap Rate Recalibration

Sep 3, 2026

OR Osisko Gold Royalties Thesis 2026: Precious Metal Royalty Stream Drives Canadian Malartic Mantos Blancos Cash Flow Capital Return

Sep 3, 2026

[AGO] Assured Guaranty Compounds Insurance Franchise Through Financial Guaranty And Capital Returns

Sep 3, 2026

[ULS] UL Solutions Thesis 2026: Post-IPO Safety Testing Drives EV Plus Renewables Cycle

Sep 3, 2026

[XYL] Xylem Thesis 2026: Eighty-Twenty Simplification Drives Margin Toward New Target Range

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