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Published research · Complete archive2026 · 3031 notes

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Sep 3, 2026
[DY] Dycom Industries Thesis 2026: Fiber and Data Center Backlog Positions for Multi-Year Growth
DY
Sep 3, 2026
[PSN] Parsons Corporation Thesis 2026: A Long-Cycle Defense + Critical-Infrastructure Engineering Compounder Wins From Cyber-Space-Missile Demand
PSN
Sep 3, 2026
[BDX] Becton Dickinson Thesis 2026: BD 2025 Strategy Tests Medical Device Portfolio Simplification
BDX
Sep 3, 2026
[RRC] Range Resources Thesis 2026: Marcellus NGL Cycle Drives Appalachian Free Cash Flow Capital Return
RRC
Sep 3, 2026
[KEP] Korea Electric Power Compounds Korean Utility Franchise Through Power Tariff And Fuel Cost Recovery
KEP
Sep 3, 2026
HTO: FY25 Deep Dive
HTO
Sep 3, 2026
CIFR Cipher Mining Thesis 2026: Bitcoin Mining Hashrate Drives HPC Data Center Infrastructure Pivot
CIFR

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