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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
[PTC] PTC Inc Thesis 2026: Codebeamer ALM Drives Industrial Software Subscription Compounding
PTC
Sep 3, 2026
[ENB] Enbridge Compounds Pipeline Cash Flow Through US Gas Utility Acquisitions And Mainline Contracting
ENB
Sep 3, 2026
[LAMR] Lamar Advertising Thesis 2026: Digital Billboard Cycle Drives Outdoor Advertising AFFO Growth
LAMR
Sep 3, 2026
[KVUE] Kenvue Thesis 2026: Brand Stabilization + Tylenol/Listerine Recovery + Starboard Activist Engagement Test Post-J&J Spin Operational Reset
KVUE
Sep 3, 2026
[DSGX] Descartes Systems Compounds Logistics Software Franchise Through Network And Trade Volume
DSGX
Sep 3, 2026
[ORI] Old Republic International Thesis 2026: Specialty P&C Cycle Drives Title Insurance Capital Return
ORI
Sep 3, 2026
NWL: FY25 Deep Dive
NWL

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