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Published research · Complete archive2026 · 3106 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

[BKH] Black Hills Thesis 2026: A Rate-Base-Growing Gas-and-Electric Utility Compounds a 55-Year Dividend Streak

Sep 3, 2026

[INVH] Invitation Homes Thesis 2026: ResiBuilt Acquisition Deepens Single-Family Rental Portfolio

Sep 3, 2026

[GLPI] Gaming and Leisure Properties Thesis 2026: Casino Triple Net REIT Drives AFFO Distribution Stability

Sep 3, 2026

[BCO] Brink's Thesis 2026: Deleveraging Compounding Drives EPS Toward $7-8 by FY2028

Sep 3, 2026

[TDG] TransDigm Group Thesis 2026: Proprietary Aircraft Component Pricing Power + Aftermarket Recurring Revenue + M&A Continuation Anchor LBO-Style Returns

Sep 3, 2026

[BR] Broadridge Financial Thesis 2026: Recurring Revenue and Earnings Compound Into Guided Growth

Sep 3, 2026

[ICL] ICL Group Compounds Specialty Minerals Franchise Through Fertilizer Cycle And Specialty Products

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