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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
[GNTX] Gentex Thesis 2026: A Dominant Auto-Dimming Mirror Franchise Compounds Through Full-Display-Mirror Penetration
GNTX
Sep 3, 2026
[ELS] Equity LifeStyle Properties Thesis 2026: Manufactured Home Cycle Drives RV Marina AFFO Growth
ELS
Sep 3, 2026
[MDT] Medtronic Thesis 2026: Hugo US Approval + Diabetes Recovery Test Operational Rebuild Trajectory
MDT
Sep 3, 2026
[OGS] ONE Gas Thesis 2026: A Pure-Play Tri-State Gas Utility Compounds Rate-Base Growth Into Dividend Increases
OGS
Sep 3, 2026
NXRT: FY25 Deep Dive
NXRT
Sep 3, 2026
[SBRA] Sabra Health Care REIT Thesis 2026: A Skilled-Nursing-Heavy Healthcare REIT Recovers Post-COVID With High Dividend Yield
SBRA
Sep 3, 2026
BAFN: FY25 Deep Dive
BAFN

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