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Published research · Complete archive2026 · 4005 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
[BEKE] KE Holdings Compounds Housing Transactions Platform Through China Housing Cycle And Expansion
BEKE
Sep 3, 2026
[PSA] Public Storage Thesis 2026: Self-Storage Demand Resets After Post-Pandemic Trough
PSA
Sep 3, 2026
[DAR] Darling Ingredients Thesis 2026: Rendering Cycle Drives DGD Renewable Diesel Capital Return
DARVLO
Sep 3, 2026
[NVS] Novartis Thesis 2026: Margin Target Reached Two Years Ahead of Schedule
NVS
Sep 3, 2026
[NKE] Nike Thesis 2026: Hill Turnaround Year — Wholesale Rebuild + Innovation Reset + Inventory Normalization Test Brand Power Through Competitive Intensity
NKE
Sep 3, 2026
[WIX] Wix Compounds Web Platform Franchise Through Creators And Commerce
WIX
Sep 3, 2026
[ADT] ADT Inc Thesis 2026: A Residential Security Monitoring Recurring-Revenue Compounder Leverages The Google Partnership And Deleverages
ADT

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