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Published research · Complete archive2026 · 3991 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
[SOBO] South Bow Compounds Pipeline Franchise Through Contracted Cash Flow And Liquids Marketing
SOBO
Sep 3, 2026
[ROKU] Roku Thesis 2026: Platform Revenue Scales Toward Free Cash Flow Generation by 2028
ROKU
Sep 3, 2026
[NXST] Nexstar Media Group Thesis 2026: Retrans Fees and a Midterm Political Year Carry the Largest Local-TV Group
NXST
Sep 3, 2026
[IRWD] Ironwood Pharmaceuticals Thesis 2026: A Linzess + Apraglutide Compounder
IRWD
Sep 3, 2026
[GTES] Gates Industrial Thesis 2026: Replacement-Heavy Belts and Hoses Compound Through Margin Expansion
GTES
Sep 3, 2026
FUSB: FY25 Deep Dive
FUSB
Sep 3, 2026
[WAB] Wabtec Thesis 2026: GE Transportation Integration Tests Locomotive Modernization Cycle
WAB

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