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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
[KGS] Kodiak Gas Services Compounds Compression Franchise Through Contract Fleet And Gas Demand
KGS
Sep 3, 2026
[BAH] Booz Allen Hamilton Compounds Government Services Through Technology And AI Services Demand
BAH
Sep 3, 2026
[MMC] Marsh McLennan Thesis 2026: McGriff Acquisition Tests Mid-Market Brokerage Cross-Sell
MMC
Sep 3, 2026
[AM] Antero Midstream Thesis 2026: Appalachian Gathering Cycle Drives AR Volume Capital Return
AMAR
Sep 3, 2026
[GFI] Gold Fields Compounds Gold Mining Through Price Cycle And Salares Norte Ramp
GFI
Sep 3, 2026
[CDE] Coeur Mining Thesis 2026: Silver Cycle Drives Las Chispas Gold Production Ramp
CDE
Sep 3, 2026
[MORN] Morningstar Thesis 2026: PitchBook and Data Analytics Compound the Recurring Revenue Base
MORN

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