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Published research · Complete archive2026 · 3648 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026
[FLUT] Flutter Entertainment Thesis 2026: FanDuel Drives US Online Sports Betting Leadership
FLUT
Sep 3, 2026
[RMBS] Rambus Thesis 2026: DDR5 Memory Interface Cycle Drives Datacenter HBM Recovery
RMBS
Sep 3, 2026
[PCG] PG&E Corporation Thesis 2026: AI Data Center Load Growth Drives Post-Bankruptcy Capex Cycle
PCG
Sep 3, 2026
[URBN] Urban Outfitters Compounds Retail Franchise Through Brand Portfolio And Rental Subscription
URBN
Sep 3, 2026
[INCY] Incyte Thesis 2026: Hematology Pipeline Inflection Defines Next Phase of Growth
INCY
Sep 3, 2026
[RYAN] Ryan Specialty Holdings Thesis 2026: A Wholesale-Specialty-Insurance Compounder Rides E&S-Hard-Market
RYAN
Sep 3, 2026
[ALSN] Allison Transmission Thesis 2026: Commercial Vehicle Cycle Drives Defense Tracked Capital Return
ALSN

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