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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
[HOOD] Robinhood Thesis 2026: Revenue More Than Doubles as Operating Leverage Kicks In
HOOD
Sep 3, 2026
[HALO] Halozyme Compounds Drug Delivery Franchise Through ENHANZE Platform And Royalties
HALO
Sep 3, 2026
[CAAP] Corporación América Compounds Airport Franchise Through Concessions And Traffic Recovery
CAAP
Sep 3, 2026
[LLY] Eli Lilly Thesis 2026: GLP-1 Drugs Now Majority of the Business
LLY
Sep 3, 2026
[UGP] Ultrapar Participações Thesis 2026: Ipiranga Fuel Margins Plus Ultragaz Ultracargo Deleveraging
UGP
Sep 3, 2026
[SW] Smurfit Westrock Thesis 2026: Combined EBITDA Surpasses Five Billion in First Full Year
SW
Sep 3, 2026
[UFPI] UFP Industries Thesis 2026: A Three-Segment Engineered-Wood Compounder Compounds Through Housing Recovery
UFPI

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