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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
SLDE: FY25 Deep Dive
SLDE
Sep 3, 2026
[PRCT] Procept BioRobotics Thesis 2026: Aquablation Volume Ramp Defines the Breakeven Path
PRCT
Sep 3, 2026
[RLI] RLI Corp Thesis 2026: A Specialty P&C Dividend-Aristocrat Compounds at Industry-Best Combined Ratio
RLI
Sep 3, 2026
[DOV] Dover Corporation Thesis 2026: 69-Year Dividend Streak Tests Diversified Industrial Cycle
DOV
Sep 3, 2026
[HHH] Howard Hughes Holdings Thesis 2026: A Master-Planned-Community Compounder Rides Pershing-Square and Sunbelt-Migration
HHH
Sep 3, 2026
[HCC] Warrior Met Coal Thesis 2026: A Premium Met-Coal Pure-Play Compounds Through Blue Creek Mine Ramp
HCC
Sep 3, 2026
[BELFB] Bel Fuse Thesis 2026: A Power-and-Magnetics Compounder Rides AI-Data-Center and Aerospace-Defense
BELFB

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