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Published research · Complete archive2026 · 3101 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
[VNT] Vontier Thesis 2026: A Post-Fortive-Spin Mobility-And-Repair Industrial Compounder Rides EV-Charging And Matco Franchise Growth
VNT
Sep 3, 2026
[CMI] Cummins Inc. Thesis 2026: Heavy-Duty Truck Cycle Inflection + Accelera Clean Energy + Atmus Spin-Off Aftermath Anchor 5-Segment Diversification
CMI
Sep 3, 2026
[IP] International Paper Thesis 2026: EMEA Spinoff Sharpens Focus on North American Packaging
IP
Sep 3, 2026
AKR: FY25 Deep Dive
AKR
Sep 3, 2026
[ALKS] Alkermes Thesis 2026: A CNS Pure-Play Pivots Toward Narcolepsy and an Orexin-Class Catalyst
ALKS
Sep 3, 2026
[CATY] Cathay General Bancorp Thesis 2026: An Asian-American Community-Bank Compounder Rides US-China Trade
CATY
Sep 3, 2026
[AMD] AMD Thesis 2026: MI300X Hyperscaler Ramp Challenges NVIDIA's AI Infrastructure Dominance
AMD

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