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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
[MNST] Monster Beverage Thesis 2026: International Expansion + Bang Energy Integration + Coca-Cola Distribution Partnership Test Pricing Power Through Celsius Competitive Surge
MNST
Sep 3, 2026
[BKNG] Booking Thesis 2026: Travel Volume Hits Record, Air Tickets Surge
BKNG
Sep 3, 2026
[NIO] NIO Thesis 2026: Fourth-Quarter Delivery Inflection Signals First Profit Milestone
NIO
Sep 3, 2026
[CL] Colgate-Palmolive Thesis 2026: New Strategy Launches Into Cocoa and Tariff Headwinds
CL
Sep 3, 2026
[MPWR] Monolithic Power Systems Thesis 2026: Enterprise Data Revenue Inflects on AI Infrastructure
MPWR
Sep 3, 2026
[EQPT] EquipmentShare Compounds Rental Franchise Through Fleet Expansion And Construction Demand
EQPT
Sep 3, 2026
[ERIC] Ericsson Thesis 2026: 5G RAN Recovery Drives Cloud Software Services Mix Expansion
ERIC

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