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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
[OSK] Oshkosh Compounds Specialty Vehicle Franchise Through Vocational And Access Equipment Demand
OSK
Sep 3, 2026
[CSGP] CoStar Group Thesis 2026: Homes.com Surge Extends Multi-Year Double-Digit Growth Streak
CSGP
Sep 3, 2026
ACCO: FY25 Deep Dive
ACCO
Sep 3, 2026
KYMR Kymera Therapeutics Thesis 2026: IRAK4 STAT6 Degraders Drive Targeted Protein Degradation Immunology Inflection
KYMR
Sep 3, 2026
[XOM] ExxonMobil Thesis 2026: Pioneer Integration Begins, Production Reaches Scale
XOM
Sep 3, 2026
[EXLS] ExlService Holdings Thesis 2026: A Founder-Led Analytics-and-Digital-Operations Compounder Rides Insurance and Healthcare AI Demand
EXLS
Sep 3, 2026
[HESM] Hess Midstream LP Thesis 2026: Bakken Pipeline Drives Hess Sponsorship Capital Return
HESMHESCVX

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