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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

[KD] Kyndryl Thesis 2026: Alliance Revenue Crosses 50% of Signings as Adj. Pre-Tax Turns Positive

Sep 3, 2026

[BHP] BHP Compounds Iron Ore And Copper Through Jansen Potash Buildout And Copper Cycle

Sep 3, 2026

[YUM] Yum Brands Thesis 2026: Taco Bell Leads as Pizza Hut Faces Strategic Review

Sep 3, 2026

[NOVT] Novanta Compounds Photonics Franchise Through Precision Components And OEM Demand

Sep 3, 2026

FFWM: FY25 Deep Dive

Sep 3, 2026

[LZB] La-Z-Boy Thesis 2026: A Residential-Furniture + Recliner + Joybird-DTC Compounder

Sep 3, 2026

[GSAT] Globalstar Compounds Satellite Communications Through Wholesale Capacity And Terrestrial Spectrum

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