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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
[PPTA] Perpetua Advances Mining Franchise Through Stibnite Project And Antimony Supply
PPTA
Sep 3, 2026
[BRK-B] Berkshire Hathaway Thesis 2026: Greg Abel Inherits $355B Cash and the Capital Allocation Question
BRK-B
Sep 3, 2026
PPC Pilgrim's Pride Thesis 2026: Global Chicken Protein Drives European Prepared Foods Capital Return
PPC
Sep 3, 2026
[PG] Procter & Gamble Thesis 2026: Beauty + Grooming Mix Shift Compounds Margin Expansion
PG
Sep 3, 2026
[SMMT] Summit Therapeutics Thesis 2026: Ivonescimab Lung Cancer Phase 3 Drives PD-L1 Bispecific Disruption
SMMT
Sep 3, 2026
[MARA] MARA Compounds Digital Asset Franchise Through Bitcoin Mining And Compute
MARA
Sep 3, 2026
SNBR: FY25 Deep Dive
SNBR

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