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Published research · Complete archive2026 · 3936 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
[LULU] Lululemon Athletica Thesis 2026: Women's Product Reset + International Expansion + Men's Growth Test Brand Premium Through Athleisure Competitive Intensity
LULU
Sep 3, 2026
[DXCM] Dexcom Thesis 2026: G7 Fifteen-Day Sensor Drives Continued CGM Market Expansion
DXCM
Sep 3, 2026
[MCHP] Microchip Thesis 2026: Industrial Inventory Reset Tests Microcontroller Cycle Recovery
MCHP
Sep 3, 2026
[AMZN] Amazon Thesis 2026: AWS Capex Catches Revenue as Free Cash Compresses
AMZN
Sep 3, 2026
LINK: FY25 Deep Dive
LINK
Sep 3, 2026
[PNTG] Pennant Compounds Home Health And Hospice Through De Novo And Acquisition Cycles
PNTG
Sep 3, 2026
[NWS] News Corp Thesis 2026: Foxtel Divestiture Tests Digital Information Services Refocus
NWS

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