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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

[LFUS] Littelfuse Thesis 2026: EV High-Voltage Fuse Content Drives 3-5x Revenue Per Vehicle

Sep 3, 2026

[CAR] Avis Budget Group Thesis 2026: Normalizing Fleet Costs Are the Whole Story for a Leveraged Rental Equity

Sep 3, 2026

[FTV] Fortive Thesis 2026: Spinoff Reset Clears Path for Double-Digit Earnings Recovery

Sep 3, 2026

[KLAR] Klarna Compounds Payments Franchise Through Buy Now Pay Later And Merchant Network

Sep 3, 2026

SSD Simpson Manufacturing Thesis 2026: Structural Connectors Drive Wood Concrete Capital Return

Sep 3, 2026

[SYNA] Synaptics Thesis 2026: A Human-Interface-and-IoT-Semi Compounder Rides AI-Edge and Wireless

Sep 3, 2026

[CUBE] CubeSmart Thesis 2026: Self-Storage Portfolio Drives Same-Store NOI Capital Return

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