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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

[FLS] Flowserve Thesis 2026: Margin Targets Reached Early as Nuclear and Trillium Expand Pipeline

Sep 3, 2026

[CINF] Cincinnati Financial Thesis 2026: Underwriting Discipline Delivers Best-in-Class Combined Ratio

Sep 3, 2026

[QCOM] Qualcomm Thesis 2026: Auto Diversification Accelerates Despite One-Time Tax Charge

Sep 3, 2026

[JJSF] J&J Snack Foods Thesis 2026: ICEE Captive Syrup Flywheel Compounds at 88K Machines

Sep 3, 2026

[KC] Kingsoft Cloud Compounds Cloud Franchise Through AI Cloud Demand And Margin Improvement

Sep 3, 2026

[AIZ] Assurant Thesis 2026: Device Protection Growth Tests Lender-Placed Cycle Normalization

Sep 3, 2026

[PBPB] Potbelly Corporation Thesis 2026: Sandwich Fast Casual Franchise Conversion Compounder

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