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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
MITT: FY25 Deep Dive
MITT
Sep 3, 2026
[AEIS] Advanced Energy Thesis 2026: Semi Power Conversion Cycle Drives Datacenter AI Recovery
AEIS
Sep 3, 2026
[APG] APi Group Thesis 2026: Ten-Sixteen-Sixty Margin Plan Drives Record EBITDA Year
APG
Sep 3, 2026
[URI] United Rentals Thesis 2026: Data Center Construction Demand + Industrial Reshoring + Specialty Rentals Anchor Largest US Equipment Rental Platform
URI
Sep 3, 2026
[NRP] Natural Resource Partners Thesis 2026: Coal Royalty Cash Engine Races Secular Clock
NRP
Sep 3, 2026
SNDX: FY25 Deep Dive
SNDX
Sep 3, 2026
AXS AXIS Capital Holdings Thesis 2026: Bermuda Specialty Insurance Drives Global Reinsurance Combined Ratio Improvement
AXS

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