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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
[NXT] Nextracker Compounds Solar Tracker Franchise Through Utility-Scale Solar Demand And Technology
NXT
Sep 3, 2026
[HSIC] Henry Schein Thesis 2026: Post-Ransomware Recovery Tests Dental Distribution Resilience
HSIC
Sep 3, 2026
CTOS: FY25 Deep Dive
CTOS
Sep 3, 2026
[MGEE] MGE Energy Thesis 2026: Wisconsin Regulated Utility Renewable Transition Compounder
MGEE
Sep 3, 2026
[AVGO] Broadcom Thesis 2026: VMware Year One Complete, Margin Transformation Realized
AVGO
Sep 3, 2026
[FLNC] Fluence Energy Thesis 2026: Grid-Battery-Storage Pure-Play Rides the IRA-Driven Energy-Storage Cycle
FLNC
Sep 3, 2026
VAL Valaris Limited Thesis 2026: Offshore Floater Drilling Drives Saudi Aramco ARO Joint Venture Capital Return
VAL

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