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Published research · Complete archive2026 · 3615 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
[GPC] Genuine Parts Thesis 2026: NAPA and Motion Industries Cycle Through DIFM and Industrial Mix
GPC
Sep 3, 2026
[KRG] Kite Realty Group Thesis 2026: A Sun-Belt-Heavy Open-Air Shopping Center REIT Compounds Through Grocery-Anchored Foot Traffic
KRG
Sep 3, 2026
[MRNA] Moderna Thesis 2026: mResvia Launch Broadens Portfolio Beyond COVID Revenue Dependency
MRNA
Sep 3, 2026
[NET] Cloudflare Thesis 2026: Workers AI Drives Edge Compute Platform Monetization
NET
Sep 3, 2026
[KD] Kyndryl Thesis 2026: Alliance Revenue Crosses 50% of Signings as Adj. Pre-Tax Turns Positive
KD
Sep 3, 2026
[BHP] BHP Compounds Iron Ore And Copper Through Jansen Potash Buildout And Copper Cycle
BHP
Sep 3, 2026
[YUM] Yum Brands Thesis 2026: Taco Bell Leads as Pizza Hut Faces Strategic Review
YUM

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