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Published research · Complete archive2026 · 3031 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

[SBSW] Sibanye Stillwater Compounds Mining Franchise Through Precious Metals And Battery Metals

Sep 3, 2026

[EQIX] Equinix Thesis 2026: AI Becomes Majority of New Deals, Capacity Doubles

Sep 3, 2026

[BEPC] Brookfield Renewable Corp Thesis 2026: A Global Renewable-Power Platform Compounds On Hydro Stability And AI-Data-Center Demand

Sep 3, 2026

[FCPT] Four Corners Property Trust Thesis 2026: Restaurant-Net-Lease REIT Diversifies Into Auto-Service-and-Medical-Retail

Sep 3, 2026

[CLH] Clean Harbors Thesis 2026: Hazardous Waste Cycle Drives Safety-Kleen Recycling Margin Recovery

Sep 3, 2026

[RACE] Ferrari Thesis 2026: Hybrid Plus EV Mix Drives Personalization Margin Expansion

Sep 3, 2026

[LVS] Las Vegas Sands Thesis 2026: Macau and Singapore Mass Recovery Tests Asian Gaming Cycle

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