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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

[CCEP] Coca-Cola Europacific Partners Thesis 2026: Record Year Sets Up Sustainable Growth Ahead

Sep 3, 2026

[RVMD] Revolution Medicines Thesis 2026: RAS Inhibitor Pipeline Tests Pancreatic Cancer Readouts

Sep 3, 2026

IDCC InterDigital Thesis 2026: Wireless Video Patent Licensing Drives Smartphone Consumer Electronics Royalty Capital Return

Sep 3, 2026

[VIRT] Virtu Financial Thesis 2026: Market Making Cycle Drives Execution Services Capital Return

Sep 3, 2026

[REG] Regency Centers Thesis 2026: Grocery-Anchored NOI Growth Compounds With Active Deployment

Sep 3, 2026

[DUK] Duke Energy Thesis 2026: Sideris CEO Transition + Carolinas/Indiana Data Center Load Surge + $73B Capital Plan Anchor Rate Base Compounding

Sep 3, 2026

[IBRX] ImmunityBio Builds Immunotherapy Franchise Through Commercial Launch And Pipeline Expansion

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