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Published research · Complete archive2026 · 4005 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

[FRPT] Freshpet Thesis 2026: Ennis Utilization Drives First Year of Meaningful Adj. EBITDA

Sep 3, 2026

[TIMB] TIM SA Thesis 2026: Brazil Mobile 5G Cycle Drives Postpaid ARPU Capital Return

Sep 3, 2026

[JBS] JBS Compounds Global Protein Through US Listing And Protein Cycle Diversification

Sep 3, 2026

[WULF] TeraWulf Builds Data Center Franchise Through AI HPC Hosting Buildout And Power Capacity

Sep 3, 2026

[FRT] Federal Realty Thesis 2026: Affluent Suburban Centers Drive 57-Year Dividend King Continuity

Sep 3, 2026

[RGEN] Repligen Corporation Thesis 2026: Bioprocessing Consumables Drive Filtration Chromatography Cyclical Recovery

Sep 3, 2026

[SNRE] Sunrise Compounds Telecom Franchise Through Swiss Connectivity And Convergence

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