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Published research · Complete archive2026 · 3195 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

[ATKR] Atkore Thesis 2026: Electrical-Conduit + Solar-Mechanical-Tube Cyclical Compounder

Sep 3, 2026

AGIO: FY25 Deep Dive

Sep 3, 2026

[SHO] Sunstone Hotel Investors Thesis 2026: An Upper-Upscale + Resort Hotel REIT Compounder

Sep 3, 2026

[SARO] StandardAero Thesis 2026: CFM56 V2500 MRO Drives Aerospace Engine Capital Return

Sep 3, 2026

[OSCR] Oscar Health Thesis 2026: A Tech-First ACA Insurer Inflects to Sustainable Profitability

Sep 3, 2026

[RYAAY] Ryanair Compounds Ultra-Low-Cost Airline Franchise Through European Air Travel Demand And Fleet

Sep 3, 2026

[AMBA] Ambarella Compounds Computer Vision Franchise Through Low Power AI Chips And Camera Adoption

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