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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

[BC] Brunswick Thesis 2026: A Marine-Recreation Cycle Bottoming Behind a Dominant Mercury Outboard Franchise

Sep 3, 2026

[UL] Unilever Compounds Global FMCG Through Power Brand Concentration And Ice Cream Spin

Sep 3, 2026

SPFI: FY25 Deep Dive

Sep 3, 2026

[KNX] Knight-Swift Transportation Thesis 2026: Truckload Cycle Drives USX LTL Integration Recovery

Sep 3, 2026

[DTE] DTE Energy Thesis 2026: Largest Data Center Deal in History Anchors Capex Surge

Sep 3, 2026

[GGAL] Grupo Financiero Galicia Compounds Banking Franchise Through Credit Growth And Macro Normalization

Sep 3, 2026

[SHW] Sherwin-Williams Thesis 2026: Pro Cycle Softness Pauses Buybacks, Awaiting Turn

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