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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

[PLAB] Photronics Compounds IC And Display Photomask Cycles With Global Capacity Discipline

Sep 3, 2026

CWAN Clearwater Analytics Thesis 2026: Cloud Investment Accounting SaaS Drives Enfusion Beacon Platform Expansion

Sep 3, 2026

[WTS] Watts Water Technologies Thesis 2026: Plumbing HVAC Cycle Drives Drainage Water Capital Return

Sep 3, 2026

[TEX] Terex Thesis 2026: A Diversified Industrial Compounder Rides Aerial-Work-Platforms and Environmental-Solutions Tailwinds

Sep 3, 2026

[FNB] F.N.B. Corporation Thesis 2026: Southeast Metro Expansion Plus Fee-Income Diversification Lift Returns

Sep 3, 2026

[FSV] FirstService Thesis 2026: Community Management and a Branded Property-Services Roll-Up Compound Together

Sep 3, 2026

[GSHD] Goosehead Insurance Thesis 2026: An Independent P-C Agency + Franchise Compounder

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