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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
[CLH] Clean Harbors Thesis 2026: Hazardous Waste Cycle Drives Safety-Kleen Recycling Margin Recovery
CLH
Sep 3, 2026
[RACE] Ferrari Thesis 2026: Hybrid Plus EV Mix Drives Personalization Margin Expansion
RACE
Sep 3, 2026
[LVS] Las Vegas Sands Thesis 2026: Macau and Singapore Mass Recovery Tests Asian Gaming Cycle
LVS
Sep 3, 2026
[DY] Dycom Industries Thesis 2026: Fiber and Data Center Backlog Positions for Multi-Year Growth
DY
Sep 3, 2026
[PSN] Parsons Corporation Thesis 2026: A Long-Cycle Defense + Critical-Infrastructure Engineering Compounder Wins From Cyber-Space-Missile Demand
PSN
Sep 3, 2026
[BDX] Becton Dickinson Thesis 2026: BD 2025 Strategy Tests Medical Device Portfolio Simplification
BDX
Sep 3, 2026
[RRC] Range Resources Thesis 2026: Marcellus NGL Cycle Drives Appalachian Free Cash Flow Capital Return
RRC

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