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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
PCRX: FY25 Deep Dive
PCRX
Sep 3, 2026
BOOM: FY25 Deep Dive
BOOM
Sep 3, 2026
[SHAK] Shake Shack Thesis 2026: A Premium-Fast-Casual-Burger Compounder Rides Drive-Thru and International
SHAK
Sep 3, 2026
[WCN] Waste Connections Thesis 2026: Acquisition Cadence Drives Solid Waste Margin Expansion
WCN
Sep 3, 2026
[WRB] W.R. Berkley Thesis 2026: Soft Market Tests Decentralized Underwriting Edge
WRB
Sep 3, 2026
HR Healthcare Realty Trust Thesis 2026: Medical Outpatient Building REIT Drives On Campus Occupancy Recovery Capital Return
HR
Sep 3, 2026
[AEM] Agnico Eagle Thesis 2026: Gold Price Tailwind Amplifies Production Growth
AEM

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