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Published research · Complete archive2026 · 3575 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
[HEES] H&E Equipment Services Thesis 2026: A Heavy-Equipment-Rental + Aerial Compounder
HEES
Sep 3, 2026
[DEO] Diageo Compounds Premium Spirits Through US Destocking Recovery And Tequila Premiumization
DEO
Sep 3, 2026
[MAC] Macerich Thesis 2026: A Class-A Mall REIT Sheds Non-Core Assets and Bets on Premium Trophy Centers
MAC
Sep 3, 2026
HVT: FY25 Deep Dive
HVT
Sep 3, 2026
[MMM] 3M Thesis 2026: Brown Operational Reset Tests Post-Solventum Pure-Play
MMM
Sep 3, 2026
[FLG] Flagstar Financial Thesis 2026: A Recapitalized Bank Shrinks Commercial Real Estate Toward a Clean Restart
FLG
Sep 3, 2026
[CVBF] CVB Financial Thesis 2026: Southern-California Citizens-Business-Bank Compounder
CVBF

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