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Published research · Complete archive2026 · 4005 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026

[LECO] Lincoln Electric Thesis 2026: RISE 2030 Strategy Launches From Record Revenue Base

Sep 3, 2026

INGR Ingredion Incorporated Thesis 2026: Texture Healthful Solutions Drive Specialty Ingredient Margin Mix Shift

Sep 3, 2026

[GFF] Griffon Corporation Thesis 2026: A Home-and-Building Products and Defense-Electronics Compounder Rides Repair-Remodel Demand

Sep 3, 2026

PEB: FY25 Deep Dive

Sep 3, 2026

[JBL] Jabil Thesis 2026: AI Server and Healthcare Mix Tests Mobility Cycle Diversification

Sep 3, 2026

[RDN] Radian Group Thesis 2026: A Private-Mortgage-Insurance Compounder Distributes Cash Through Housing-Credit Stability

Sep 3, 2026

[TRGP] Targa Resources Thesis 2026: Permian Gas Growth Drives NGL Export Premium Cycle

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