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Published research · Complete archive2026 · 3575 notes

Archive

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

Sep 3, 2026

[PAAS] Pan American Silver Thesis 2026: Silver Mining Volume Tests Post-MAG Acquisition Cycle

Sep 3, 2026

[LUMN] Lumen Technologies Thesis 2026: AI Connectivity Drives Quantum Fiber Capital Return

Sep 3, 2026

ILPT: FY25 Deep Dive

Sep 3, 2026

[SITM] SiTime Thesis 2026: MEMS Timing Cycle Drives Datacenter AI Recovery

Sep 3, 2026

[OTTR] Otter Tail Corporation Thesis 2026: A Diversified-Utility-and-Industrial Compounder Rides Plastics-and-Utility

Sep 3, 2026

[BLDR] Builders FirstSource Thesis 2026: Manufactured Components Defend Margins as Housing Recovery Awaits

Sep 3, 2026

[OZK] Bank OZK Thesis 2026: A Specialty CRE Construction Lender Compounds On RESG Discipline Through The Office-Cycle Stress Test

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