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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
FMC: FY25 Deep Dive
FMC
Sep 3, 2026
ESCA: FY25 Deep Dive
ESCA
Sep 3, 2026
[GNRC] Generac Thesis 2026: Commercial and Industrial Datacenter Demand Drives Sales Recovery
GNRC
Sep 3, 2026
[OTF] Blue Owl Technology Finance Corp Thesis 2026: A Newly-Public Tech-Lending BDC Pays Senior-Secured Yields From Software Direct Loans
OTF
Sep 3, 2026
[TRMD] TORM Compounds Shipping Franchise Through Product Tankers And Rate Cycle
TRMD
Sep 3, 2026
[EXPE] Expedia Thesis 2026: B2B Platform and Vrbo Revival Define Dual-Engine Recovery
EXPE
Sep 3, 2026
DGICA: FY25 Deep Dive
DGICA

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