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Published research · Complete archive2026 · 3177 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
[VLTO] Veralto Thesis 2026: First Full Year as Independent Company Delivers Above-Plan Growth
VLTO
Sep 3, 2026
[ADBE] Adobe Thesis 2026: Firefly Premium Tier Tests AI Monetization Against GenAI Competition
ADBE
Sep 3, 2026
[FCFS] FirstCash Holdings Thesis 2026: Pawn Cycle Drives AFF Retail POS Capital Return
FCFS
Sep 3, 2026
[GTLB] GitLab Compounds Software Franchise Through DevSecOps Platform And AI Adoption
GTLB
Sep 3, 2026
[SWK] Stanley Black & Decker Thesis 2026: Cost Savings Program Delivers, Earnings Recovery Guided
SWK
Sep 3, 2026
[LMND] Lemonade Thesis 2026: An AI-Native Insurtech Compounds Through Multi-Line Adoption and Loss-Ratio Improvement
LMND
Sep 3, 2026
[GFS] GlobalFoundries Thesis 2026: Specialty Foundry Demand Tests Automotive IoT Recovery
GFS

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