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Published research · Complete archive2026 · 3096 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

[CGNX] Cognex Corp. Thesis 2026: Logistics Machine Vision Drives Industrial Automation Recovery

Sep 3, 2026

[CASY] Casey's General Stores Compounds Convenience Retail Through Store Expansion And Prepared Food Margin

Sep 3, 2026

[HMY] Harmony Gold Compounds Gold Mining Franchise Through Price Cycle And Copper Diversification

Sep 3, 2026

[EPR] EPR Properties Thesis 2026: An Experiential REIT Compounds Through Theaters Recovery and Recreation Demand

Sep 3, 2026

[VIST] Vista Energy Thesis 2026: Vaca Muerta Argentina Drives Shale Oil Pure-Play Capital Return

Sep 3, 2026

[TKO] TKO Group Thesis 2026: UFC Paramount Deal Tests Combat Sports Media Rights Cycle

Sep 3, 2026

[POWL] Powell Industries Thesis 2026: AI Data Center Substation Drives LNG Backlog Conversion

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