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Published research · Complete archive2026 · 3552 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
[INSM] Insmed Thesis 2026: Brensocatib Pivotal Readout Drives Bronchiectasis Launch Cycle
INSM
Sep 3, 2026
[DASH] DoorDash Thesis 2026: GMV Growth + Wolt International Integration + New Verticals (Grocery + Retail) Anchor Profitability Inflection Phase
DASH
Sep 3, 2026
CBZ: FY25 Deep Dive
CBZ
Sep 3, 2026
[PII] Polaris Thesis 2026: Powersports Cycle Bottoms as Debt Paydown Prioritized
PII
Sep 3, 2026
[BB] BlackBerry Compounds Software Franchise Through QNX Vehicle OS And Cybersecurity
BB
Sep 3, 2026
[CVCO] Cavco Compounds Housing Franchise Through Factory Built Homes And Affordability
CVCO
Sep 3, 2026
[FTDR] Frontdoor Thesis 2026: A Home-Services Subscription Compounder Rides AHS Renewal Cycle
FTDR

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