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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
[UHS] Universal Health Services Thesis 2026: Behavioral Health Demand Drives Hospital Services Recovery
UHS
Sep 3, 2026
[LEN] Lennar Thesis 2026: Millrose Spinoff Pivots Land Strategy Toward Asset-Light Model
LEN
Sep 3, 2026
[LSCC] Lattice Semiconductor Thesis 2026: Low-Power FPGA Cycle Drives Edge AI Recovery
LSCC
Sep 3, 2026
[RCL] Royal Caribbean Thesis 2026: Vacation Volume Record Sets Up Strong Forward Guidance
RCL
Sep 3, 2026
[HASI] HA Sustainable Infrastructure Capital Thesis 2026: A Sustainable-Infrastructure Financier Pays a High Yield From Climate-Linked Investments
HASI
Sep 3, 2026
[PAC] Grupo Aeroportuario del Pacifico Thesis 2026: Mexico Pacific Airport Cycle Drives Tariff Rate Reset
PAC
Sep 3, 2026
[SN] SharkNinja Thesis 2026: Product Launch Flywheel Tests Scale Limits at $6B Revenue
SN

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