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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

[TBBB] BBB Foods Thesis 2026: A Mexican Hard-Discount Grocer Compounds Through Tiendas-3B Store Expansion

Sep 3, 2026

[HII] Huntington Ingalls Thesis 2026: Submarine Industrial Base Stress Tests Multi-Decade Backlog

Sep 3, 2026

[NEM] Newmont Thesis 2026: Newcrest Synergies + Divestiture Program Completion + Gold Price Strength Anchor Capital Return Normalization

Sep 3, 2026

[MDLN] Medline Thesis 2026: Post-IPO Hospital Supply Distribution Drives Scale Economics

Sep 3, 2026

[PRO] PROS Holdings Compounds AI Pricing And CPQ SaaS Through Travel Recovery Cycle

Sep 3, 2026

[IONQ] IonQ Inc. Thesis 2026: Trapped-Ion Quantum Computing Tests Enterprise Commercial Cycle

Sep 3, 2026

[VIAV] Viavi Solutions Thesis 2026: Network Service Enablement Cycle Drives Optical Security Recovery

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