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Published research · Complete archive2026 · 3636 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

[GWW] W.W. Grainger Thesis 2026: High-Touch Solutions Market Share + Endless Assortment Scaling + 53-Year Dividend King Anchor MRO Distribution Through Industrial Cycle

Sep 3, 2026

[PLD] Prologis Thesis 2026: Industrial Supply Absorption + Mark-to-Market Gap + Data Center Conversion Anchor Largest Industrial REIT

Sep 3, 2026

[CRH] CRH Thesis 2026: Record EBITDA and Acquisitions Position for Infrastructure Supercycle

Sep 3, 2026

[VSCO] Victoria's Secret Compounds Retail Franchise Through Intimates Brands And Repositioning

Sep 3, 2026

[FBP] First BanCorp Thesis 2026: A Puerto-Rico Community-Bank Compounder Rides Economic Recovery

Sep 3, 2026

[CIEN] Ciena Thesis 2026: 800G Optical Cycle Drives AI Datacenter Networking Demand

Sep 3, 2026

[LAUR] Laureate Education Thesis 2026: A Latin-American Higher-Education Pure-Play Compounds Through Mexico-and-Peru Enrollment Growth

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