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Published research · Complete archive2026 · 3107 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

[SNN] Smith & Nephew Compounds Medical Device Franchise Through Orthopaedic Recovery And Operating Transformation

Sep 3, 2026

[FIG] Figma Compounds Collaborative Design Platform Through Platform Expansion And AI Design Tools

Sep 3, 2026

[CBOE] Cboe Global Markets Thesis 2026: Derivatives Surge Drives Record Quarter, Realignment Follows

Sep 3, 2026

[BIDU] Baidu Compounds Search And AI Cloud Through ERNIE Monetization And Robotaxi Cycle

Sep 3, 2026

[KMT] Kennametal Thesis 2026: Aerospace Machining Recovery Offsets EV Powertrain Structural Decline

Sep 3, 2026

[DLTR] Dollar Tree Thesis 2026: Family Dollar Divestiture Refocuses Discount Pure Play on Multi-Price Pivot

Sep 3, 2026

[NTCT] NETSCOUT Systems Thesis 2026: Network Performance Monitoring Cybersecurity Visibility Compounder

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