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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

[MKSI] MKS Instruments Thesis 2026: Atotech Integration Drives Semiconductor Plus Photonics Recovery

Sep 3, 2026

[M] Macy's Resets Department Store Franchise Through Store Rationalization And Omnichannel

Sep 3, 2026

[CAH] Cardinal Health Thesis 2026: Pharmaceutical Distribution Earnings Guidance Raised Double Digits

Sep 3, 2026

[KHC] Kraft Heinz Thesis 2026: Largest Brand Write-Down Triggers CEO Reset

Sep 3, 2026

[LIVN] LivaNova Thesis 2026: Neuromodulation VNS and Cardiopulmonary Specialty Compounder

Sep 3, 2026

[RBC] RBC Bearings Compounds Aerospace And Industrial Precision Bearings Through DODGE Cycle

Sep 3, 2026

[BIPI] Brookfield Infrastructure Compounds Global Infrastructure Through Data Buildout And Capital Recycling

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