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Published research · Complete archive2026 · 3160 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

[CR] Crane Company Thesis 2026: Aerospace Process Flow Cycle Drives Pure-Play Capital Return

Sep 3, 2026

[SANM] Sanmina Thesis 2026: Defense + Optical Mix Drives Margin Differentiation

Sep 3, 2026

[PAA] Plains All American Compounds Crude Oil Midstream Through Permian Volume And Tariff Cash Flow

Sep 3, 2026

CMPR: FY25 Deep Dive

Sep 3, 2026

[KN] Knowles Thesis 2026: Precision Devices MedTech Defense Specialty Compounder

Sep 3, 2026

[VMC] Vulcan Materials Thesis 2026: Infrastructure Cycle Pricing Power Drives Margin Per Ton

Sep 3, 2026

[UMBF] UMB Financial Thesis 2026: Heartland Integration Drives Midwest Regional Bank Capital Return

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