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Published research · Complete archive2026 · 3177 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
NWPX: FY25 Deep Dive
NWPX
Sep 3, 2026
[PLNT] Planet Fitness Thesis 2026: A Low-Cost Franchise Fitness Network Compounds On Member Growth And New-CEO Strategic Reset
PLNT
Sep 3, 2026
[PCOR] Procore Technologies Thesis 2026: Construction Management SaaS Drives Subscription ARR Capital Return
PCOR
Sep 3, 2026
[MAS] Masco Thesis 2026: Plumbing Cycle Stabilization Tests Paint Channel Concentration
MAS
Sep 3, 2026
[ZTS] Zoetis Thesis 2026: Companion Animal Pricing Power Anchors Premium Margin Leadership
ZTS
Sep 3, 2026
[MUR] Murphy Oil Thesis 2026: A Lean Independent E&P Funds Drilling, Debt Paydown and Buybacks From Free Cash Flow
MUR
Sep 3, 2026
[TAC] TransAlta Corporation Thesis 2026: A Canadian-Renewables Compounder Rides AI-Data-Center-Power
TAC

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