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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
[AEM] Agnico Eagle Thesis 2026: Gold Price Tailwind Amplifies Production Growth
AEM
Sep 3, 2026
[TTAN] ServiceTitan Compounds Software Franchise Through Trades Platform And Digitization
TTAN
Sep 3, 2026
[BKR] Baker Hughes Thesis 2026: LNG Capex Super-Cycle Drives IET Energy Technology Boom
BKR
Sep 3, 2026
[UPST] Upstart Compounds AI Lending Franchise Through Machine Learning Underwriting And Bank Partner Network
UPST
Sep 3, 2026
[GL] Globe Life Thesis 2026: Short-Seller Allegations Test Middle-Income Life Insurance Franchise
GL
Sep 3, 2026
[CNX] CNX Resources Thesis 2026: An Appalachian Gas Pure-Play Compounds Through Disciplined Free-Cash-Flow Buybacks
CNX
Sep 3, 2026
[SMTC] Semtech Compounds Analog Semiconductor Franchise Through Data Center Connectivity And LoRa IoT
SMTC

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