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Published research · Complete archive2026 · 3031 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
[NTAP] NetApp Thesis 2026: Cloud ARR Re-Accelerates as ONTAP Embeds in Hyperscaler Platforms
NTAP
Sep 3, 2026
[FERG] Ferguson Thesis 2026: Industrial Plumbing Distribution Drives Data Center Capex Demand
FERG
Sep 3, 2026
[SXC] SunCoke Energy Thesis 2026: A Cokemaking + Foundry-Coke + Logistics Compounder
SXC
Sep 3, 2026
[MGA] Magna International Thesis 2026: NVIDIA and Xiaopeng Wins Signal EV Technology Pivot
MGA
Sep 3, 2026
[DCI] Donaldson Compounds Filtration Franchise Through Replacement Parts Recurring Revenue And Life Sciences
DCI
Sep 3, 2026
[ALL] Allstate Thesis 2026: Auto Insurance Repricing Restores Combined Ratio, Buyback Returns
ALL
Sep 3, 2026
[ALH] Alliance Laundry Compounds Equipment Franchise Through Commercial Laundry And Aftermarket
ALH

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