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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
[WAY] Waystar Holding Thesis 2026: A Healthcare-Payments and AI-Revenue-Cycle Compounder Rides Provider-Software Adoption
WAY
Sep 3, 2026
[AFG] American Financial Group Thesis 2026: Specialty P&C Cycle Drives Special Dividend Capital Return
AFG
Sep 3, 2026
BBU: FY25 Deep Dive
BBU
Sep 3, 2026
[SSRM] SSR Mining Thesis 2026: Four Producing Mines Carry the Story While Çöpler Stays Suspended
SSRM
Sep 3, 2026
[RKLB] Rocket Lab Thesis 2026: Neutron Medium Lift Drives Launch Service Diversification
RKLB
Sep 3, 2026
[ALV] Autoliv Thesis 2026: Airbag Seatbelt Drives Global Automotive Safety Capital Return
ALV
Sep 3, 2026
[KFY] Korn Ferry Thesis 2026: An Executive-Search + Consulting + Leadership-Development Compounder
KFY

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