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Published research · Complete archive2026 · 3586 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
[NIC] Nicolet Bankshares Thesis 2026: Wisconsin Community Bank Bolt On Acquisitions Compounder
NIC
Sep 3, 2026
[ALB] Albemarle Thesis 2026: Lithium Cycle Trough Tests Low-Cost Brine Resilience
ALB
Sep 3, 2026
[CW] Curtiss-Wright Thesis 2026: Nuclear Renaissance Extends Defense Compounding
CW
Sep 3, 2026
[LAD] Lithia Motors Thesis 2026: Dealership Roll-Up Scale Plus Driveway Finance Captive Earnings
LAD
Sep 3, 2026
[JOBY] Joby Aviation Thesis 2026: eVTOL Type Certificate Drives Air Taxi Pre-Revenue Cash Runway
JOBY
Sep 3, 2026
[MDB] MongoDB Compounds Developer Data Platform Through Atlas Cloud And AI Application Workloads
MDB
Sep 3, 2026
BCYC: FY25 Deep Dive
BCYC

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