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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

[CSL] Carlisle Companies Thesis 2026: Construction Materials Cycle Drives Building Products Margin Expansion

Sep 3, 2026

[MASI] Masimo Corp. Thesis 2026: SET Pulse Oximetry Drives Healthcare Patient Monitoring Capital Return

Sep 3, 2026

[WEX] WEX Inc Thesis 2026: A Three-Segment Specialty B2B Payment Processor Balancing Fleet Headwinds Against Corporate-And-HSA Growth

Sep 3, 2026

[NTAP] NetApp Thesis 2026: Cloud ARR Re-Accelerates as ONTAP Embeds in Hyperscaler Platforms

Sep 3, 2026

[FERG] Ferguson Thesis 2026: Industrial Plumbing Distribution Drives Data Center Capex Demand

Sep 3, 2026

[SXC] SunCoke Energy Thesis 2026: A Cokemaking + Foundry-Coke + Logistics Compounder

Sep 3, 2026

[MGA] Magna International Thesis 2026: NVIDIA and Xiaopeng Wins Signal EV Technology Pivot

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