Published research · Complete archive2026 · 3128 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
[PRA] ProAssurance Compounds Medical Professional Liability Through Pricing And Reserve CyclesSep 3, 2026
[OKLO] Oklo Builds Advanced Nuclear Franchise Through Reactor Deployment And Power ContractsSep 3, 2026
[LAW] CCC Intelligent Solutions Thesis 2026: ADAS Complexity and AI Estimation Drive ARR Past $1B