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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

[ARES] Ares Management Thesis 2026: AUM Crosses Six Hundred Billion on Record Capital Raise

Sep 3, 2026

CNXN: FY25 Deep Dive

Sep 3, 2026

[CQP] Cheniere Energy Partners Compounds Sabine Pass LNG Through Contract Cycle And Expansion

Sep 3, 2026

[KNSA] Kiniksa Pharmaceuticals Thesis 2026: A Recurrent-Pericarditis Specialist Compounds Through Arcalyst Inflection

Sep 3, 2026

[MLI] Mueller Industries Thesis 2026: Copper Tube Cycle Drives HVAC Plumbing Margin Expansion

Sep 3, 2026

[UDR] UDR Thesis 2026: National Apartment Diversification Tests Coastal Sun Belt Cycle Balance

Sep 3, 2026

[JBTM] JBT Marel Thesis 2026: A Combined Food-Tech Equipment Leader With a Big Recurring Aftermarket and Merger Synergies

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