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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
[PSKY] Paramount Skydance Thesis 2026: Skydance Merger Tests Streaming and Studio Integration
PSKY
Sep 3, 2026
GATX GATX Corporation Thesis 2026: Railcar Leasing Fleet Drives Engine Leasing Joint Venture Capital Return
GATX
Sep 3, 2026
GBFH: FY25 Deep Dive
GBFH
Sep 3, 2026
SEM: FY25 Deep Dive
SEM
Sep 3, 2026
ECG Everus Construction Thesis 2026: Post Spin Electric Transmission Mechanical Construction Growth
ECG
Sep 3, 2026
TRMK: FY25 Deep Dive
TRMK
Sep 3, 2026
[FMS] Fresenius Medical Care Thesis 2026: Care Enablement Margin Cycle Drives US Dialysis Recovery
FMS

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