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Published research · Complete archive2026 · 3083 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

[SMFG] Sumitomo Mitsui Compounds Japanese Megabank Through Rate Normalization And Jefferies Alliance

Sep 3, 2026

[FTAI] FTAI Aviation Thesis 2026: Aerospace MRO Engine Becomes Dominant Earnings Driver

Sep 3, 2026

[IR] Ingersoll Rand Thesis 2026: Acquisitions and Recurring Revenue Define Compounding Strategy

Sep 3, 2026

[ODFL] Old Dominion Freight Thesis 2026: LTL Volume Decline Tests Operating Ratio Discipline

Sep 3, 2026

[AMBP] Ardagh Metal Packaging Thesis 2026: Aluminum-Beverage-Can-Manufacturer Compounder

Sep 3, 2026

[RIO] Rio Tinto Compounds Iron Ore And Copper Through Oyu Tolgoi Ramp And Lithium Rincon

Sep 3, 2026

[CAI] Caris Life Sciences Compounds Diagnostics Franchise Through Tumor Profiling And Biopharma Partnerships

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