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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

[USAC] USA Compression Compounds Energy Franchise Through Natural Gas Compression And MLP Distributions

Sep 3, 2026

[SEDG] SolarEdge Thesis 2026: Trough Validation Amid European Recovery and Market Share Battle

Sep 3, 2026

[JPM] JPMorgan Thesis 2026: Record Earnings Validate Premium Return on Capital

Sep 3, 2026

[WCC] WESCO International Thesis 2026: Data Center Demand Drives Double-Digit Earnings Guidance Raise

Sep 3, 2026

[CWST] Casella Waste Systems Thesis 2026: A Vertically Integrated Northeast Waste Player Compounds Tuck-In Acquisitions and Landfill Pricing

Sep 3, 2026

[RNR] RenaissanceRe Thesis 2026: Book Value Surge and Record Buyback Signal Reinsurance Cycle Peak

Sep 3, 2026

[MSCI] MSCI Inc Thesis 2026: Index Subscription Compounds Through ESG and Private Markets Expansion

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