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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
[NEXT] NextDecade Thesis 2026: A Rio-Grande-LNG + Carbon-Capture Compounder
NEXT
Sep 3, 2026
[AXON] Axon Enterprise Thesis 2026: Public Safety Cloud and AI Drive Hardware-to-SaaS Transition
AXON
Sep 3, 2026
[MRX] Marex Group Thesis 2026: A Commodity-Broker-and-Clearing Compounder Rides Derivatives and Volatility
MRX
Sep 3, 2026
[WFG] West Fraser Timber Thesis 2026: A Canadian Forest-Products Giant Compounds Through Lumber-and-OSB Cycle Recovery
WFG
Sep 3, 2026
[SHEL] Shell Thesis 2026: LNG Portfolio Anchors Energy Transition Capital Discipline
SHEL
Sep 3, 2026
[HLN] Haleon Thesis 2026: US Consumer Health Returns to Growth, Organic Guides Higher
HLN
Sep 3, 2026
AN AutoNation Thesis 2026: Parts Service Annuity Drives Used Vehicle Finance Captive Scale Capital Return
AN

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