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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
[PAC] Grupo Aeroportuario del Pacifico Thesis 2026: Mexico Pacific Airport Cycle Drives Tariff Rate Reset
PAC
Sep 3, 2026
[SN] SharkNinja Thesis 2026: Product Launch Flywheel Tests Scale Limits at $6B Revenue
SN
Sep 3, 2026
[MSGS] Madison Square Garden Sports Compounds Franchise Value Through Teams And Media Rights
MSGS
Sep 3, 2026
[MRVL] Marvell Technology Compounds Custom AI Silicon Through Hyperscaler ASIC And Optical Networking
MRVL
Sep 3, 2026
[GMAB] Genmab Compounds Antibody Therapeutics Franchise Through Proprietary Pipeline And Royalty Base
GMAB
Sep 3, 2026
[MMS] Maximus Thesis 2026: Government Services Health Federal State Outsourcing Compounder
MMS
Sep 3, 2026
[JEF] Jefferies Compounds Investment Bank Franchise Through Banking Cycle And Capital Markets Share
JEF

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