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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
INN: FY25 Deep Dive
INN
Sep 3, 2026
[VALE] Vale Thesis 2026: Iron Ore Price Pressure Hits Earnings Despite Volume Growth
VALE
Sep 3, 2026
[OBDC] Blue Owl Capital Corporation Thesis 2026: A Scaled Direct Lender Pays a High Yield From Senior-Secured Loans
OBDC
Sep 3, 2026
PFIS: FY25 Deep Dive
PFIS
Sep 3, 2026
[TTEK] Tetra Tech Thesis 2026: Water Environmental Drives Federal IIJA Engineering Capital Return
TTEK
Sep 3, 2026
[SXI] Standex Compounds Diversified Industrial Franchise Through Five Segment Portfolio And Margin Mix
SXI
Sep 3, 2026
[FRPT] Freshpet Thesis 2026: Ennis Utilization Drives First Year of Meaningful Adj. EBITDA
FRPT

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