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Published research · Complete archive2026 · 3648 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
[ORLY] O'Reilly Automotive Thesis 2026: Comparable Sales Positive as Expansion Continues
ORLY
Sep 3, 2026
[LNTH] Lantheus Holdings Thesis 2026: PYLARIFY Scales While a Radioligand-Therapy Pipeline Opens a Bigger Market
LNTH
Sep 3, 2026
[AZO] AutoZone Thesis 2026: DIY Auto Aftermarket Compounds Through Aging Vehicle Fleet
AZO
Sep 3, 2026
[ALLY] Ally Financial Thesis 2026: Auto Lending NIM Cycle Drives Digital Bank Deposit Stability
ALLY
Sep 3, 2026
KNSL Kinsale Capital Group Thesis 2026: Specialty E&S Insurance Drives Technology Platform Underwriting Capital Return
KNSL
Sep 3, 2026
MERC: FY25 Deep Dive
MERC
Sep 3, 2026
[MPC] Marathon Petroleum Thesis 2026: Buyback-Driven EPS Compounding + MPLX Cash Stream Anchor Through Refining Crack Spread Normalization
MPC

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