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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
[BX] Blackstone Thesis 2026: Credit & Insurance Scaling + Real Estate Cycle Recovery + Realized Performance Allocations
BX
Sep 3, 2026
[PACS] PACS Group Compounds Healthcare Franchise Through Skilled Nursing And Facility Acquisitions
PACS
Sep 3, 2026
[U] Unity Software Thesis 2026: Real-Time 3D Engine Cycle Drives Vector Ad Network Recovery
U
Sep 3, 2026
[VFC] VF Corporation Resets Apparel Franchise Through Brand Turnaround And Portfolio Reset
VFC
Sep 3, 2026
[OC] Owens Corning Thesis 2026: Roofing Cycle Drives Insulation Doors Capital Return
OC
Sep 3, 2026
[KDP] Keurig Dr Pepper Thesis 2026: Bloom Nutrition Integration + Dr Pepper Category Strength + Selective Pricing Discipline Anchor Mid-Single-Digit Growth
KDP
Sep 3, 2026
[RH] RH Compounds Luxury Home Furnishings Through International Gallery Expansion And Brand Extensions
RH

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