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Published research · Complete archive2026 · 3172 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
[ALAB] Astera Labs Thesis 2026: PCIe and CXL Connectivity Drives AI Datacenter Capex Cycle
ALAB
Sep 3, 2026
[STVN] Stevanato Group Thesis 2026: A Family-Controlled Italian Drug-Containment Specialist Capitalizes On GLP-1-And-Biologic Syringe Demand
STVN
Sep 3, 2026
[EXE] Expand Energy Thesis 2026: Southwestern Merger Builds Lowest-Breakeven Gas Producer
EXE
Sep 3, 2026
[KO] Coca-Cola Thesis 2026: Organic Growth and Margin Expansion Accelerate
KO
Sep 3, 2026
[PECO] Phillips Edison Thesis 2026: A Pure-Play Grocery-Anchored Shopping Center REIT Compounds On Necessity-Retail Demand
PECO
Sep 3, 2026
[CVE] Cenovus Energy Thesis 2026: West White Rose First Oil Adds Offshore Asset to Portfolio
CVE
Sep 3, 2026
[CSGS] CSG Systems Thesis 2026: Telecom-Billing and Customer-Communications SaaS Compounder
CSGS

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