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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

[OUT] Outfront Media Thesis 2026: A Top-25-Metro Billboard REIT Pivots Toward Digital and Programmatic Out-of-Home

Sep 3, 2026

[ON] ON Semiconductor Thesis 2026: Silicon Carbide Drives EV Power Semiconductor Compounding

Sep 3, 2026

[UPS] UPS Thesis 2026: Amazon Volume Exits Reshape Network and Revenue Base

Sep 3, 2026

[HLT] Hilton Thesis 2026: Asset-Light Model Returns Capital While Earnings Grow

Sep 3, 2026

[LAZ] Lazard Thesis 2026: A Global M&A-and-Restructuring Advisory Compounder Rides Deal-Cycle Recovery

Sep 3, 2026

[PNC] PNC Financial Services Thesis 2026: BBVA Sun Belt Integration Tests Super-Regional Bank Compounding

Sep 3, 2026

[LYB] LyondellBasell Thesis 2026: Petrochemical Cycle Trough Tests Cash Return Commitment

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