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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
[ERAS] Erasca Compounds Precision Oncology Franchise Through RAS MAPK Pipeline And Clinical Readouts
ERAS
Sep 3, 2026
[EL] Estée Lauder Thesis 2026: Fourth Year of Prestige Beauty Reset Continues
EL
Sep 3, 2026
[SOLS] Solaris Energy Infrastructure Thesis 2026: Distributed Power Cycle Drives AI Datacenter Mobile Energy Recovery
SOLS
Sep 3, 2026
[ASH] Ashland Thesis 2026: Specialty-Materials + Life-Sciences + Personal-Care Compounder
ASH
Sep 3, 2026
TRN: FY25 Deep Dive
TRN
Sep 3, 2026
[SONY] Sony Group Compounds Gaming And Imaging Sensors Through Image Sensor Cycle And Financial Spin
SONY
Sep 3, 2026
NTB: FY25 Deep Dive
NTB

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