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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
[ABG] Asbury Automotive Thesis 2026: A US-Multi-State Auto-Retail Compounder Rides Koons and Service-Parts
ABG
Sep 3, 2026
[DECK] Deckers Brands Thesis 2026: HOKA Becomes Billion-Dollar Brand, UGG Sustains Record Revenue
DECK
Sep 3, 2026
[KTB] Kontoor Brands Thesis 2026: A Denim-Apparel Compounder Rides Helly-Hansen and International Expansion
KTB
Sep 3, 2026
[D] Dominion Energy Thesis 2026: Offshore Wind Nears Completion, Regulated Earnings Stabilize
D
Sep 3, 2026
[CTRI] Centuri Holdings Thesis 2026: A Natural-Gas-Distribution-Infrastructure Compounder Rides LDC-Modernization
CTRI
Sep 3, 2026
FLGT: FY25 Deep Dive
FLGT
Sep 3, 2026
[CF] CF Industries Thesis 2026: Carbon Capture Live as Fertilizer Cycle Matures
CF

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