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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
[MAR] Marriott International Thesis 2026: Bonvoy Loyalty Ecosystem + Net Unit Growth Pipeline + Asset-Light Franchise Model Anchor RevPAR Compounding
MAR
Sep 3, 2026
[LITE] Lumentum Thesis 2026: Datacom Optical Drives AI Cloud Transceiver Cycle
LITE
Sep 3, 2026
[YUMC] Yum China Thesis 2026: Eighteen-Thousand Store Network Targets Double-Digit Earnings Growth
YUMC
Sep 3, 2026
PRPL: FY25 Deep Dive
PRPL
Sep 3, 2026
[CVLT] Commvault Systems Thesis 2026: An Enterprise Data-Protection Compounder Rides Cyber-Resilience and SaaS Transition
CVLT
Sep 3, 2026
[MLCO] Melco Resorts Thesis 2026: Macau Gaming Recovery and Cyprus Expansion Compounder
MLCO
Sep 3, 2026
[ROIV] Roivant Compounds Vant Subsidiary Pipeline Through Telavant Proceeds And Brepocitinib Cycle
ROIV

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