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Published research · Complete archive2026 · 3145 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
[YUMC] Yum China Thesis 2026: Eighteen-Thousand Store Network Targets Double-Digit Earnings Growth
YUMC
Sep 3, 2026
PRPL: FY25 Deep Dive
PRPL
Sep 3, 2026
[CVLT] Commvault Systems Thesis 2026: An Enterprise Data-Protection Compounder Rides Cyber-Resilience and SaaS Transition
CVLT
Sep 3, 2026
[MLCO] Melco Resorts Thesis 2026: Macau Gaming Recovery and Cyprus Expansion Compounder
MLCO
Sep 3, 2026
[ROIV] Roivant Compounds Vant Subsidiary Pipeline Through Telavant Proceeds And Brepocitinib Cycle
ROIV
Sep 3, 2026
[LII] Lennox International Thesis 2026: First Year Above Twenty Percent Margin Validates Premium Position
LII
Sep 3, 2026
[POST] Post Holdings Thesis 2026: A Diversified CPG Holding Company Compounds Through Cereals, Eggs, And Disciplined M&A
POST

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