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Published research · Complete archive2026 · 3155 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
DEC: FY25 Deep Dive
DEC
Sep 3, 2026
[HRI] Herc Holdings Thesis 2026: A North American Equipment-Rental Compounder Rides Mega-Project and Infrastructure Tailwinds
HRI
Sep 3, 2026
NUTX: FY25 Deep Dive
NUTX
Sep 3, 2026
[RSG] Republic Services Thesis 2026: Pricing Leadership Defends Through Waste Cycle
RSG
Sep 3, 2026
[BEKE] KE Holdings Compounds Housing Transactions Platform Through China Housing Cycle And Expansion
BEKE
Sep 3, 2026
[PSA] Public Storage Thesis 2026: Self-Storage Demand Resets After Post-Pandemic Trough
PSA
Sep 3, 2026
[DAR] Darling Ingredients Thesis 2026: Rendering Cycle Drives DGD Renewable Diesel Capital Return
DARVLO

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