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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

[BTSG] BrightSpring Health Services Thesis 2026: Pharmacy Cycle Drives Home Healthcare Conversion

Sep 3, 2026

[BF-B] Brown-Forman Thesis 2026: Jack Daniel's Volume Trough Tests Tequila Mix and Tariff Defense

Sep 3, 2026

[MLM] Martin Marietta Materials Thesis 2026: Price-Cost Spread Widens as Aggregates Cycle Matures

Sep 3, 2026

[OII] Oceaneering International Thesis 2026: An Offshore-Subsea-Robotics Compounder Rides Aerospace-Defense

Sep 3, 2026

[CZR] Caesars Entertainment Thesis 2026: Vegas and Regional Cash Funds Digital Profitability and Deleveraging

Sep 3, 2026

[CVS] CVS Health Thesis 2026: Medicare Advantage MBR Normalization Is the Entire Investment Case

Sep 3, 2026

[XENE] Xenon Pharmaceuticals Thesis 2026: A Kv7-Potassium-Channel Neurology Pure-Play Approaches Azetukalner NDA Filing

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