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Published research · Complete archive2026 · 3031 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
[ASH] Ashland Thesis 2026: Specialty-Materials + Life-Sciences + Personal-Care Compounder
ASH
Sep 3, 2026
TRN: FY25 Deep Dive
TRN
Sep 3, 2026
[SONY] Sony Group Compounds Gaming And Imaging Sensors Through Image Sensor Cycle And Financial Spin
SONY
Sep 3, 2026
NTB: FY25 Deep Dive
NTB
Sep 3, 2026
CLMB: FY25 Deep Dive
CLMB
Sep 3, 2026
[APA] APA Corporation Thesis 2026: Suriname First Oil 2028 Tests Permian Cycle Resilience
APA
Sep 3, 2026
[STNG] Scorpio Tankers Thesis 2026: A Product-Tanker Cycle-Pure-Play Compounds Through MR-and-LR2 Demand and Capital Return
STNG

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