Skip to content
drillr.ai
Sign up
Published research · Complete archive2026 · 3031 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026
[AMC] AMC Networks Thesis 2026: A Cable-Network + AMC+ + Acorn-TV Streaming Compounder
AMC
Sep 3, 2026
[SAFE] Safehold Thesis 2026: A Ground-Lease-REIT Compounder Rides Industrial-and-Hotel
SAFE
Sep 3, 2026
[GSK] GSK Thesis 2026: Specialty and Oncology Drive Growth, US Commitment Expands
GSK
Sep 3, 2026
[AMAT] Applied Materials Thesis 2026: AI Infrastructure Cycle Anchors Platform-Breadth Equipment Leader
AMAT
Sep 3, 2026
[JHG] Janus Henderson Compounds Asset Management Franchise Through Net Flows And Performance
JHG
Sep 3, 2026
[PR] Permian Resources Thesis 2026: Delaware Basin Production Cycle Drives Capital Return Acceleration
PROXY
Sep 3, 2026
[HUBB] Hubbell Thesis 2026: Grid Modernization Demand Drives Quarter and Acquisition Adds
HUBB

Financial data, with receipts

Numbers you can follow to the source.

Try it freeView pricing