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Published research · Complete archive2026 · 3166 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
[SDRL] Seadrill Compounds Offshore Drilling Franchise Through Deepwater Fleet And Day Rate Recovery
SDRL
Sep 3, 2026
ARVN: FY25 Deep Dive
ARVN
Sep 3, 2026
[THG] The Hanover Insurance Group Thesis 2026: Commercial Specialty Underwriting Plus Personal Lines Re-Underwriting
THG
Sep 3, 2026
[LMT] Lockheed Martin Thesis 2026: F-35 Normalization + Missiles Capacity Scaling Anchor Defense Pure-Play
LMT
Sep 3, 2026
[NCLH] Norwegian Cruise Line Holdings Thesis 2026: Premium Brand Pricing Power Sustains Yield Above Inflation
NCLH
Sep 3, 2026
[G] Genpact Thesis 2026: A BPO Leader Repositions Around Data, AI and Agentic Operations
G
Sep 3, 2026
[LEA] Lear Corporation Thesis 2026: Seating Margin Recovery Plus E-Systems BEV Content Tailwind
LEA

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