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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
[BSY] Bentley Systems Thesis 2026: Infrastructure Engineering SaaS Cycle Drives iTwin Digital Twin Capital Return
BSY
Sep 3, 2026
IVR: FY25 Deep Dive
IVR
Sep 3, 2026
[LEU] Centrus Energy Thesis 2026: A US-Uranium-Enrichment-and-HALEU Compounder Rides Advanced-Nuclear
LEU
Sep 3, 2026
[ATS] ATS Corp Compounds Automation Franchise Through Custom Systems And Industrial Adoption
ATS
Sep 3, 2026
[AFL] Aflac Thesis 2026: Japan Sales Rebound Drives Group to Sustained Premium Growth
AFL
Sep 3, 2026
[MKSI] MKS Instruments Thesis 2026: Atotech Integration Drives Semiconductor Plus Photonics Recovery
MKSI
Sep 3, 2026
[M] Macy's Resets Department Store Franchise Through Store Rationalization And Omnichannel
M

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