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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

[DCI] Donaldson Compounds Filtration Franchise Through Replacement Parts Recurring Revenue And Life Sciences

Sep 3, 2026

[ALL] Allstate Thesis 2026: Auto Insurance Repricing Restores Combined Ratio, Buyback Returns

Sep 3, 2026

[ALH] Alliance Laundry Compounds Equipment Franchise Through Commercial Laundry And Aftermarket

Sep 3, 2026

[CTAS] Cintas Thesis 2026: Route Density Compounds Through Recurring Revenue Base

Sep 3, 2026

[SOLV] Solventum Thesis 2026: Dental Divestiture Tests Post-3M Spin Healthcare Refocus

Sep 3, 2026

[ZBRA] Zebra Technologies Thesis 2026: Post-Destock Recovery Tests Computer Vision and RFID Growth

Sep 3, 2026

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