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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
[GME] GameStop Navigates Video Game Retail Through Footprint Rationalization And Capital Allocation
GME
Sep 3, 2026
[CNP] CenterPoint Energy Thesis 2026: Houston Electric Resilience Tests Post-Beryl Capex Recovery
CNP
Sep 3, 2026
[WDS] Woodside Energy Compounds LNG Portfolio Through Scarborough Startup And Louisiana LNG Buildout
WDS
Sep 3, 2026
[MNST] Monster Beverage Thesis 2026: International Expansion + Bang Energy Integration + Coca-Cola Distribution Partnership Test Pricing Power Through Celsius Competitive Surge
MNST
Sep 3, 2026
[BKNG] Booking Thesis 2026: Travel Volume Hits Record, Air Tickets Surge
BKNG
Sep 3, 2026
[NIO] NIO Thesis 2026: Fourth-Quarter Delivery Inflection Signals First Profit Milestone
NIO
Sep 3, 2026
[CL] Colgate-Palmolive Thesis 2026: New Strategy Launches Into Cocoa and Tariff Headwinds
CL

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