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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
LUNG: FY25 Deep Dive
LUNG
Sep 3, 2026
[GE] GE Aerospace Thesis 2026: LEAP Services Engine Powers Multi-Year Earnings Compounding
GE
Sep 3, 2026
[TTD] Trade Desk Thesis 2026: Kokai AI Platform Tests Programmatic CTV Growth Recovery
TTD
Sep 3, 2026
[AMT] American Tower Thesis 2026: Operating Income Grows as Balance Sheet Deleverages
AMT
Sep 3, 2026
[ET] Energy Transfer Thesis 2026: NGL Pipeline Capacity Drives Permian Volume Growth
ET
Sep 3, 2026
[UBER] Uber Thesis 2026: First Full GAAP Profit Year as AV Integration Reshapes the Take Rate
UBER
Sep 3, 2026
[VRSN] Verisign Thesis 2026: Pricing Cycle Peaks as Domain Base Holds
VRSN

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