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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
[ULS] UL Solutions Thesis 2026: Post-IPO Safety Testing Drives EV Plus Renewables Cycle
ULS
Sep 3, 2026
[XYL] Xylem Thesis 2026: Eighty-Twenty Simplification Drives Margin Toward New Target Range
XYL
Sep 3, 2026
[GRMN] Garmin Thesis 2026: Fitness Surpasses Outdoor in Record Revenue Year
GRMN
Sep 3, 2026
[AA] Alcoa Thesis 2026: Aluminum Pricing Cycle Drives Alumina Cost Recovery
AA
Sep 3, 2026
[FLEX] Flex Ltd Thesis 2026: Cloud Power Infrastructure Drives Datacenter Capex Mix Expansion
FLEX
Sep 3, 2026
[XPEV] XPeng Compounds Smart Electric Vehicle Franchise Through Model Lineup And ADAS And Export
XPEV
Sep 3, 2026
[DOCU] DocuSign Compounds Agreement Management Platform Through Intelligent Agreement Management Expansion
DOCU

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