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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
[CHE] Chemed Thesis 2026: A VITAS Hospice Engine and Roto-Rooter Plumbing Franchise Compound Quietly
CHE
Sep 3, 2026
[AEG] Aegon Compounds Life Insurance Franchise Through US Strategic Assets And Capital Return
AEG
Sep 3, 2026
[LNT] Alliant Energy Thesis 2026: Data Center Load and Dividend Track Record Compound Together
LNT
Sep 3, 2026
[MO] Altria Thesis 2026: Sixty Years of Dividend Growth, NJOY Faces Impairment Reset
MO
Sep 3, 2026
RMNI: FY25 Deep Dive
RMNI
Sep 3, 2026
[AGI] Alamos Gold Thesis 2026: Intermediate-Gold-Producer Compounds Through Island-Gold-and-Young-Davidson-Ramp
AGI
Sep 3, 2026
[AXTA] Axalta Coating Systems Thesis 2026: A Refinish-Led Coatings Leader Builds Margin Above the Auto Cycle
AXTA

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