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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
[GBX] Greenbrier Companies Thesis 2026: A Railcar-Manufacturer + Leasing + Repair Compounder
GBX
Sep 3, 2026
[COHU] Cohu Thesis 2026: Semiconductor-Test Cyclical-Recovery Compounder
COHU
Sep 3, 2026
[INFY] Infosys Thesis 2026: Generative AI Services Drive Indian IT Outsourcing Recovery
INFY
Sep 3, 2026
[TGS] Transportadora de Gas del Sur Compounds Energy Franchise Through Pipelines And Vaca Muerta
TGS
Sep 3, 2026
[PI] Impinj Thesis 2026: A RAIN RFID Chip Leader Compounds Through Retail and Supply-Chain Item-Level Adoption
PI
Sep 3, 2026
[RXST] RxSight Compounds Light Adjustable Lens Through LAL Plus Adoption And Procedure Volume
RXST
Sep 3, 2026
[LSTR] Landstar System Thesis 2026: A Variable-Cost Agent-and-Owner-Operator Network Levered to the Freight-Cycle Turn
LSTR

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