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Published research · Complete archive2026 · 3540 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

[MAAS] Maase Compounds Financial Franchise Through Operating Portfolio And Financial Services Demand

Sep 3, 2026

[AWR] American States Water Compounds Utility Franchise Through California Water And Military Contracts

Sep 3, 2026

TIPT: FY25 Deep Dive

Sep 3, 2026

[WFRD] Weatherford International Thesis 2026: Production Pressure Pumping Drives Oilfield Services Capital Return

Sep 3, 2026

[SBAC] SBA Communications Thesis 2026: Tower Leasing Troughs Before Long-Cycle Recovery Begins

Sep 3, 2026

[WH] Wyndham Hotels & Resorts Thesis 2026: An Asset-Light Economy-Hotel Franchisor Compounding on Fees and Unit Growth

Sep 3, 2026

JKS: FY25 Deep Dive

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