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Published research · Complete archive2026 · 4005 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
[PYCR] Paycor Compounds SMB And Mid-Market HCM SaaS Through Sales Capacity Expansion
PYCR
Sep 3, 2026
[CVNA] Carvana Thesis 2026: Retail Volume Surges as EBITDA Margin Reaches Double Digits
CVNA
Sep 3, 2026
[ICUI] ICU Medical Thesis 2026: An Infusion-Therapy + IV-Solutions + Smiths-Medical Compounder
ICUI
Sep 3, 2026
[BRO] Brown & Brown Thesis 2026: Accession Acquisition Drives Revenue to Record Scale
BRO
Sep 3, 2026
ROG: FY25 Deep Dive
ROG
Sep 3, 2026
[HTHT] H World Group Compounds Chinese Hotel Franchise Through Travel Demand And Asset-Light Growth
HTHT
Sep 3, 2026
[MSGE] Madison Square Garden Entertainment Thesis 2026: NYC Live Entertainment Concert Touring Compounder
MSGE

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