Skip to content
drillr.ai
Sign up
Published research · Complete archive2026 · 3172 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026
[BCRX] BioCryst Thesis 2026: ORLADEYO Crosses $450M and Turns Adj. Profitable as Garadacimab Advances
BCRX
Sep 3, 2026
[CTRA] Coterra Energy Thesis 2026: Permian Acquisitions Complete the Oil Pivot
CTRA
Sep 3, 2026
[AUGO] Aura Minerals Compounds Mining Franchise Through Production Growth And Metal Price Cycle
AUGO
Sep 3, 2026
ASUR: FY25 Deep Dive
ASUR
Sep 3, 2026
[FIGR] Figure Technology Builds Lending Franchise Through Blockchain Marketplace And Origination Growth
FIGR
Sep 3, 2026
IBP Installed Building Products Thesis 2026: Residential Insulation Installer Drives Multi-Family Acquisitions Capital Return
IBP
Sep 3, 2026
[SM] SM Energy Thesis 2026: A Permian-Midland + Eagle-Ford + Uinta-Basin Shale Compounder
SM

Financial data, with receipts

Numbers you can follow to the source.

Try it freeView pricing