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Published research · Complete archive2026 · 3965 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

[SKY] Champion Homes Compounds Housing Franchise Through Factory Built Homes And Affordability

Sep 3, 2026

[TMDX] TransMedics Thesis 2026: OCS Penetration + Donor Pool Expansion Drive Profitable Growth

Sep 3, 2026

[WELL] Welltower Thesis 2026: Senior Housing NOI Extends Record Streak of Growth

Sep 3, 2026

[GNW] Genworth Compounds Insurance Franchise Through Long Term Care And Enact Stake

Sep 3, 2026

[FSK] FS KKR Compounds Credit Franchise Through Middle Market Lending And Distributions

Sep 3, 2026

[KAR] OPENLANE Thesis 2026: A Wholesale-Used-Vehicle-Digital-Marketplace Compounder

Sep 3, 2026

[TXNM] TXNM Energy Thesis 2026: Regulated Rate-Base Growth Meets the Blackstone Take-Private

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