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Published research · Complete archive2026 · 3616 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
NREF: FY25 Deep Dive
NREF
Sep 3, 2026
[PBA] Pembina Pipeline Thesis 2026: Cedar LNG FID Drives Western Canadian NGL Volume Growth
PBA
Sep 3, 2026
NAVI: FY25 Deep Dive
NAVI
Sep 3, 2026
[LFUS] Littelfuse Thesis 2026: EV High-Voltage Fuse Content Drives 3-5x Revenue Per Vehicle
LFUS
Sep 3, 2026
[CAR] Avis Budget Group Thesis 2026: Normalizing Fleet Costs Are the Whole Story for a Leveraged Rental Equity
CAR
Sep 3, 2026
[FTV] Fortive Thesis 2026: Spinoff Reset Clears Path for Double-Digit Earnings Recovery
FTV
Sep 3, 2026
[KLAR] Klarna Compounds Payments Franchise Through Buy Now Pay Later And Merchant Network
KLAR

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