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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
[WEC] WEC Energy Group Thesis 2026: $28B Capex Plan Tests Wisconsin Renewable Transition
WEC
Sep 3, 2026
[GIS] General Mills Thesis 2026: Cereal Volume Trough Tests Pet Food and Convenience Pivot
GIS
Sep 3, 2026
[MUSA] Murphy USA Thesis 2026: Walmart-Adjacent Fuel Cycle Drives Convenience Store Capital Return
MUSA
Sep 3, 2026
[EE] Excelerate Energy Thesis 2026: A Global LNG-FSRU Compounder Rides Energy-Security and LNG-Import Demand
EE
Sep 3, 2026
LARK: FY25 Deep Dive
LARK
Sep 3, 2026
[REXR] Rexford Industrial Thesis 2026: Southern California Infill Drives Same-Store NOI Capital Return
REXR
Sep 3, 2026
[VIK] Viking Holdings Compounds Premium Cruise Through Capacity Expansion And Demand Cycle
VIK

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