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Published research · Complete archive2026 · 3171 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

[MUSA] Murphy USA Thesis 2026: Walmart-Adjacent Fuel Cycle Drives Convenience Store Capital Return

Sep 3, 2026

[EE] Excelerate Energy Thesis 2026: A Global LNG-FSRU Compounder Rides Energy-Security and LNG-Import Demand

Sep 3, 2026

LARK: FY25 Deep Dive

Sep 3, 2026

[REXR] Rexford Industrial Thesis 2026: Southern California Infill Drives Same-Store NOI Capital Return

Sep 3, 2026

[VIK] Viking Holdings Compounds Premium Cruise Through Capacity Expansion And Demand Cycle

Sep 3, 2026

[TR] Tootsie Roll Compounds Confectionery Franchise Through Heritage Brand Portfolio And Distribution

Sep 3, 2026

[ALAB] Astera Labs Thesis 2026: PCIe and CXL Connectivity Drives AI Datacenter Capex Cycle

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