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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
[CCI] Crown Castle Thesis 2026: Fiber + Small Cells Sale Tests Tower-Pure-Play Strategic Refocus
CCI
Sep 3, 2026
[SKT] Tanger Inc. Thesis 2026: An Outlet-Center REIT Compounder Rides Value-Retail and Tourism Demand
SKT
Sep 3, 2026
[WHR] Whirlpool Compounds Appliance Franchise Through Major Brands And Appliance Cycle
WHR
Sep 3, 2026
[FOUR] Shift4 Payments Thesis 2026: A Founder-Led Hospitality Payments Compounder Integrates Global Blue Internationally
FOUR
Sep 3, 2026
[MCD] McDonald's Thesis 2026: Value Menu Bet Tests Franchise System Economics
MCD
Sep 3, 2026
[ENVA] Enova International Thesis 2026: An Online Consumer-and-SMB Lender Compounds Through Subprime Demand and Data Underwriting
ENVA
Sep 3, 2026
[AXTI] AXT Inc Thesis 2026: An Indium-Phosphide Specialist Rides AI-Optical and Tongmei IPO Optionality
AXTI

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