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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
[RIG] Transocean Thesis 2026: Deepwater Dayrate Upcycle Converts a Big Backlog Into Deleveraging
RIG
Sep 3, 2026
[BELFA] Bel Fuse Compounds Component Franchise Through Magnetics And Networking Industrial Demand
BELFA
Sep 3, 2026
[CON] Concentra Group Holdings Thesis 2026: Occupational-Health + Workers-Compensation Compounder
CON
Sep 3, 2026
[SNDK] SanDisk Thesis 2026: Post-Spin NAND Pure-Play Inflects on Margin Recovery
SNDKWDC
Sep 3, 2026
[LYG] Lloyds Banking Group Thesis 2026: Net Interest Income Recovery Upgrades Return Target
LYG
Sep 3, 2026
SCL: FY25 Deep Dive
SCL
Sep 3, 2026
[MEDP] Medpace Holdings Thesis 2026: Mid-Cap Biotech CRO Cycle Drives Backlog Conversion Recovery
MEDP

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