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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
[RUN] Sunrun Compounds Residential Solar And Battery Through Storage Attach And Cash Generation
RUN
Sep 3, 2026
[BMRC] Bank of Marin Bancorp Thesis 2026: A Northern-California Community Bank Compounder
BMRC
Sep 3, 2026
[CIGI] Colliers International Thesis 2026: A Global CRE Services And Investment-Management Compounder Diversifies Beyond Transaction Cyclicality
CIGI
Sep 3, 2026
[CSX] CSX Corporation Thesis 2026: Hinrichs ONE CSX Operational Improvements + Intermodal Volume Growth + Capital Return Discipline Anchor Eastern Class I Through Coal Decline
CSX
Sep 3, 2026
[BBD] Banco Bradesco Thesis 2026: Brazil Retail Banking Drives Post-Provisioning Recovery
BBD
Sep 3, 2026
[ZIM] ZIM Compounds Container Shipping Franchise Through Charter Fleet And Trade Lane Strategy
ZIM
Sep 3, 2026
[PL] Planet Labs Compounds Earth Observation Franchise Through Data Subscriptions And AI Analytics
PL

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