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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
DSGR: FY25 Deep Dive
DSGR
Sep 3, 2026
[AAL] American Airlines Thesis 2026: Global Network Drives Debt Paydown Premium Demand Capital Return
AAL
Sep 3, 2026
[AROC] Archrock Thesis 2026: LNG Export and AI Power Demand Drive Compression Fleet Expansion
AROC
Sep 3, 2026
[RPM] RPM International Compounds Specialty Coatings And Sealants Through MAP 2025 And Infrastructure Cycle
RPM
Sep 3, 2026
[TXN] Texas Instruments Thesis 2026: Analog Cycle Recovery + 300mm Wafer Investment Anchor Long-Term Position
TXN
Sep 3, 2026
[ZTO] ZTO Express Thesis 2026: Volume Scale Widens the Margin Gap Over Rivals
ZTO
Sep 3, 2026
SILC: FY25 Deep Dive
SILC

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