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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

MITP: FY25 Deep Dive

Sep 3, 2026

[JAZZ] Jazz Pharmaceuticals Thesis 2026: Xywav Sleep Franchise Drives Epidiolex Oncology Diversification

Sep 3, 2026

[CGON] CG Oncology Advances Biotech Franchise Through Cretostimogene And Phase 3 Readouts

Sep 3, 2026

[MHO] M/I Homes Thesis 2026: Midwest Sun Belt Homebuilder Smart Series Compounder

Sep 3, 2026

[SHOO] Steve Madden Thesis 2026: Almost Famous Apparel + Saucony License Test Footwear Adjacency Expansion

Sep 3, 2026

[PLUG] Plug Power Advances Hydrogen Franchise Through Fuel Cells And Electrolyzer Scale

Sep 3, 2026

[MAA] Mid-America Apartment Communities Thesis 2026: Supply Easing Supports Steady Core FFO Recovery

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