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Published research · Complete archive2026 · 3031 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
[NI] NiSource Thesis 2026: Data Center Load Accelerates Indiana Grid Investment
NI
Sep 3, 2026
[SGI] Somnigroup International Thesis 2026: Mattress Firm Integration Drives Tempur Sealy Vertical Recovery
SGI
Sep 3, 2026
[MAAS] Maase Compounds Financial Franchise Through Operating Portfolio And Financial Services Demand
MAAS
Sep 3, 2026
[AWR] American States Water Compounds Utility Franchise Through California Water And Military Contracts
AWR
Sep 3, 2026
TIPT: FY25 Deep Dive
TIPT
Sep 3, 2026
[WFRD] Weatherford International Thesis 2026: Production Pressure Pumping Drives Oilfield Services Capital Return
WFRD
Sep 3, 2026
[SBAC] SBA Communications Thesis 2026: Tower Leasing Troughs Before Long-Cycle Recovery Begins
SBAC

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