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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

[DKL] Delek Logistics Partners Thesis 2026: Permian-Midstream-MLP With Crude-Pipeline-and-Gas-Gathering Compounder

Sep 3, 2026

[ABNB] Airbnb Thesis 2026: Experiences Platform Refresh + AI Integration + International Expansion Anchor Nights Growth Beyond Mature Core Markets

Sep 3, 2026

[ATO] Atmos Energy Thesis 2026: Texas APT Pipeline Drives Natural Gas Distribution Long-Cycle

Sep 3, 2026

[NWE] NorthWestern Energy Thesis 2026: A Montana-Dakota Vertically-Integrated Utility Compounds Through Rate-Base Growth and Data-Center Tailwinds

Sep 3, 2026

[MELI] MercadoLibre Thesis 2026: Mercado Pago Fintech Drives LATAM Commerce Cycle

Sep 3, 2026

TREE: FY25 Deep Dive

Sep 3, 2026

[ESTC] Elastic Compounds Software Franchise Through Search Platform And Cloud Consumption

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