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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
SFM Sprouts Farmers Market Thesis 2026: Fresh Natural Organic Grocery Drives Comp Sales Margin Expansion
SFM
Sep 3, 2026
[EXR] Extra Space Storage Thesis 2026: Same-Store Revenue Stabilizes After Post-Pandemic Demand Reset
EXR
Sep 3, 2026
WRLD: FY25 Deep Dive
WRLD
Sep 3, 2026
[ELF] elf Beauty Compounds Cosmetics Franchise Through Mass Beauty And International Expansion
ELF
Sep 3, 2026
[HSY] Hershey Thesis 2026: Cocoa Cost Crisis Hits Earnings, Recovery Bet Placed on FY26
HSY
Sep 3, 2026
[DVA] DaVita Thesis 2026: Berkshire Stake Tests GLP-1 Long-Term Impact on Dialysis Demand
DVA
Sep 3, 2026
SAM: FY25 Deep Dive
SAM

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