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Published research · Complete archive2026 · 3166 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026

IMAX: FY25 Deep Dive

Sep 3, 2026

[HAFN] Hafnia Compounds Shipping Franchise Through Product Tankers And Rate Cycle

Sep 3, 2026

[YMM] Full Truck Alliance Compounds Digital Freight Platform Through Transaction Monetization And Take Rate

Sep 3, 2026

[DLB] Dolby Laboratories Thesis 2026: Atmos and Vision Royalties Anchor a Cash-Rich IP-Licensing Compounder

Sep 3, 2026

[Q] Qnity Electronics Compounds Semiconductor Materials Franchise Through Post-Spin Standalone Cycle

Sep 3, 2026

[JXN] Jackson Financial Thesis 2026: Variable Annuity Drives Hedge Block Capital Return

Sep 3, 2026

[HLLY] Holley Thesis 2026: EFI Secular Growth Races Against $835M Debt Burden

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