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
[APLD] Applied Digital Builds Data Center Franchise Through AI Infrastructure Buildout And LeasingSep 3, 2026
[MKL] Markel Thesis 2026: Insurance Reset and Reinsurance Exit Reshape Capital Allocation Model