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Published research · Complete archive2026 · 3128 notes

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Sep 3, 2026
[FTV] Fortive Thesis 2026: Spinoff Reset Clears Path for Double-Digit Earnings Recovery
FTV
Sep 3, 2026
[KLAR] Klarna Compounds Payments Franchise Through Buy Now Pay Later And Merchant Network
KLAR
Sep 3, 2026
SSD Simpson Manufacturing Thesis 2026: Structural Connectors Drive Wood Concrete Capital Return
SSD
Sep 3, 2026
[SYNA] Synaptics Thesis 2026: A Human-Interface-and-IoT-Semi Compounder Rides AI-Edge and Wireless
SYNA
Sep 3, 2026
[CUBE] CubeSmart Thesis 2026: Self-Storage Portfolio Drives Same-Store NOI Capital Return
CUBE
Sep 3, 2026
[MIRM] Mirum Pharmaceuticals Thesis 2026: LIVMARLI Scales Across Rare Liver Disease and a Cholestatic Pipeline
MIRM
Sep 3, 2026
[BIP] Brookfield Infrastructure Partners Thesis 2026: Multi-Sector Compounder Sustains Revenue and Distribution Growth
BIPBIPC

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