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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
[GFF] Griffon Corporation Thesis 2026: A Home-and-Building Products and Defense-Electronics Compounder Rides Repair-Remodel Demand
GFF
Sep 3, 2026
PEB: FY25 Deep Dive
PEB
Sep 3, 2026
[JBL] Jabil Thesis 2026: AI Server and Healthcare Mix Tests Mobility Cycle Diversification
JBL
Sep 3, 2026
[RDN] Radian Group Thesis 2026: A Private-Mortgage-Insurance Compounder Distributes Cash Through Housing-Credit Stability
RDN
Sep 3, 2026
[TRGP] Targa Resources Thesis 2026: Permian Gas Growth Drives NGL Export Premium Cycle
TRGP
Sep 3, 2026
[CPRX] Catalyst Compounds Rare Disease Franchise Through Firdapse And Pipeline Expansion
CPRX
Sep 3, 2026
VOYA Voya Financial Thesis 2026: Workplace Retirement Drives Investment Management Health Solutions Capital Return
VOYA

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