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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
[GFL] GFL Environmental Thesis 2026: Environmental Services Divestiture Funds Record Buyback Program
GFL
Sep 3, 2026
[GMED] Globus Medical Thesis 2026: Spine Trauma Cycle Drives NuVasive Integration Margin Recovery
GMED
Sep 3, 2026
[MSA] MSA Safety Thesis 2026: Fixed Gas Detection Recurring Revenue Anchors a Dividend Aristocrat
MSA
Sep 3, 2026
[EOG] EOG Resources Thesis 2026: Encino Utica Acquisition Integration + Capital Discipline Anchors Shale Returns Through Commodity Cycle
EOG
Sep 3, 2026
[CHE] Chemed Thesis 2026: A VITAS Hospice Engine and Roto-Rooter Plumbing Franchise Compound Quietly
CHE
Sep 3, 2026
[AEG] Aegon Compounds Life Insurance Franchise Through US Strategic Assets And Capital Return
AEG
Sep 3, 2026
[LNT] Alliant Energy Thesis 2026: Data Center Load and Dividend Track Record Compound Together
LNT

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