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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
[DAN] Dana Incorporated Thesis 2026: A Driveline Cash-Engine Pivots to EV-Axle After Off-Highway Divestiture
DAN
Sep 3, 2026
[PSMT] PriceSmart Compounds Latin American Membership Warehouse Expansion And Casillero Adoption
PSMT
Sep 3, 2026
[GGG] Graco Thesis 2026: Industrial Coatings Cycle Drives Contractor Equipment Recovery
GGG
Sep 3, 2026
[ORCL] Oracle Thesis 2026: $130B RPO Backlog Converts as OCI Becomes the AI Training Cloud
ORCL
Sep 3, 2026
[CART] Instacart Thesis 2026: Grocery Advertising Platform Hits $1B as Caper Cart Opens In-Store Channel
CART
Sep 3, 2026
[BANF] BancFirst Corporation Thesis 2026: An Oklahoma Community-Bank Compounder Rides Sunbelt-Migration
BANF
Sep 3, 2026
[BNL] Broadstone Net Lease Thesis 2026: A Diversified-Net-Lease-REIT Compounder Rides Industrial-and-Healthcare
BNL

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