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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
[KBR] KBR Inc Thesis 2026: A Government-Services-and-Sustainable-Technology Hybrid Rides Defense and Energy-Transition Demand
KBR
Sep 3, 2026
[R] Ryder System Thesis 2026: Supply Chain Solutions Drives Asset-Light Logistics Capital Return
R
Sep 3, 2026
[CHKP] Check Point Software Thesis 2026: AI Security Platform Subscription Growth Accelerates Billings
CHKP
Sep 3, 2026
[KGS] Kodiak Gas Services Compounds Compression Franchise Through Contract Fleet And Gas Demand
KGS
Sep 3, 2026
[BAH] Booz Allen Hamilton Compounds Government Services Through Technology And AI Services Demand
BAH
Sep 3, 2026
[MMC] Marsh McLennan Thesis 2026: McGriff Acquisition Tests Mid-Market Brokerage Cross-Sell
MMC
Sep 3, 2026
[AM] Antero Midstream Thesis 2026: Appalachian Gathering Cycle Drives AR Volume Capital Return
AMAR

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