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Published research · Complete archive2026 · 3031 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
FCF: FY25 Deep Dive
FCF
Sep 3, 2026
[OWL] Blue Owl Capital Thesis 2026: AUM Crosses Three Hundred Billion on Record Fundraise Year
OWL
Sep 3, 2026
[BANC] Banc of California Thesis 2026: Post-PacWest-Merger California Community-Bank Compounder
BANC
Sep 3, 2026
[NOC] Northrop Grumman Thesis 2026: B-21 Raider Production Ramp + Sentinel ICBM Restructuring + Space Systems Anchor 4-Segment Defense Prime
NOC
Sep 3, 2026
[IPAR] Interparfums Thesis 2026: Prestige Fragrance License Aggregator Margin Compounder
IPAR
Sep 3, 2026
WHG: FY25 Deep Dive
WHG
Sep 3, 2026
[MTRN] Materion Corporation Thesis 2026: An Advanced-Materials Compounder Rides Aerospace-and-Defense-and-Semi
MTRN

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