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Published research · Complete archive2026 · 3144 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

[LOAR] Loar Holdings Thesis 2026: An Aerospace-And-Defense Specialty-Components Roll-Up Compounds Through Niche-Product Acquisitions

Sep 3, 2026

LXFR: FY25 Deep Dive

Sep 3, 2026

[RGLD] Royal Gold Thesis 2026: Gold Price Cycle Drives Streaming Royalty Cash Flow Acceleration

Sep 3, 2026

[EVR] Evercore Thesis 2026: Advisory Revenue Surpasses Prior Cycle Peak on Boutique Model Strength

Sep 3, 2026

[MAR] Marriott International Thesis 2026: Bonvoy Loyalty Ecosystem + Net Unit Growth Pipeline + Asset-Light Franchise Model Anchor RevPAR Compounding

Sep 3, 2026

[LITE] Lumentum Thesis 2026: Datacom Optical Drives AI Cloud Transceiver Cycle

Sep 3, 2026

[YUMC] Yum China Thesis 2026: Eighteen-Thousand Store Network Targets Double-Digit Earnings Growth

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