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Published research · Complete archive2026 · 3626 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
[TXRH] Texas Roadhouse Thesis 2026: Casual Dining Cycle Drives Bubba's 33 Comp Acceleration
TXRH
Sep 3, 2026
[NAMS] NewAmsterdam Pharma Thesis 2026: CETP Inhibitor Obicetrapib Cardiovascular Compounder
NAMS
Sep 3, 2026
[BXP] BXP Thesis 2026: Class A Office Cycle Tests Hybrid Work Normalization
BXP
Sep 3, 2026
[MT] ArcelorMittal Thesis 2026: European Trade Protection Becomes Key Earnings Variable
MT
Sep 3, 2026
[ACT] Enact Holdings Thesis 2026: Private Mortgage Insurance Throws Off Excess Capital in a Benign Credit World
ACT
Sep 3, 2026
[BXMT] Blackstone Mortgage Trust Compounds Commercial Real Estate Credit Franchise Through Senior Loans
BXMT
Sep 3, 2026
[AR] Antero Resources Thesis 2026: Appalachian Natural Gas Cycle Drives NGL Exposure Recovery
AR

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