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Published research · Complete archive2026 · 3160 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026

[SNA] Snap-on Thesis 2026: Franchise Network Holds Through the Tools Downturn

Sep 3, 2026

[SPXC] SPX Technologies Thesis 2026: Detection and Cooling EBITDA Guided Twenty Percent Higher

Sep 3, 2026

UFI: FY25 Deep Dive

Sep 3, 2026

[MCY] Mercury General Thesis 2026: A California-Heavy Auto-And-Homeowners Insurer Emerges From Wildfire Stress And Rate Inadequacy

Sep 3, 2026

MTX: FY25 Deep Dive

Sep 3, 2026

[VSH] Vishay Compounds Component Franchise Through Semiconductors And Passive Components

Sep 3, 2026

[GTX] Garrett Motion Thesis 2026: A Turbocharger Cash-Engine Pivots Toward Zero-Emission Compressors

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