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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
[GOOG] Alphabet Class C Thesis 2026: AI Investment Yields + Google Cloud Acceleration + Capital Return Tests Search Disruption Through Antitrust Resolution
GOOGGOOGL
Sep 3, 2026
[RS] Reliance Inc. Thesis 2026: Metals Service Center Drives Aerospace Plus Industrial Cycle
RS
Sep 3, 2026
[IONS] Ionis Pharmaceuticals Thesis 2026: Wainua Tryngolza Launch Drives Independent Commercial Recovery
IONS
Sep 3, 2026
THFF: FY25 Deep Dive
THFF
Sep 3, 2026
[SITE] SiteOne Landscape Supply Thesis 2026: The Largest US Landscape-Products Distributor Rolls Up a Fragmented Market
SITE
Sep 3, 2026
TWO: FY25 Deep Dive
TWO
Sep 3, 2026
[TRV] Travelers Thesis 2026: Bond & Specialty + Commercial P&C Pricing Cycle Drive Combined Ratio Recovery
TRV

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