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Published research · Complete archive2026 · 3190 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

[CNC] Centene Thesis 2026: Marketplace Repricing Restores Earnings Floor After Guidance Reset

Sep 3, 2026

[EMN] Eastman Chemical Thesis 2026: Methanolysis Circular Drives Specialty Plastics Capital Return

Sep 3, 2026

[TWLO] Twilio Thesis 2026: Free Cash Flow Turns Positive as Operating Leverage Emerges

Sep 3, 2026

[EMR] Emerson Electric Thesis 2026: Post-Portfolio Simplification + AspenTech AI Software Integration + 67-Year Dividend King Tests Industrial Automation Pure-Play Focus

Sep 3, 2026

[BAX] Baxter International Thesis 2026: Post-Vantive Reset Tests Hospital Capex Recovery

Sep 3, 2026

[EMAT] Evolution Metals Builds Critical Minerals Franchise Through Processing And Supply Chain Buildout

Sep 3, 2026

[APGE] Apogee Therapeutics Advances Biotech Franchise Through Immunology Pipeline And Readouts

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