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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
AMRN: FY25 Deep Dive
AMRN
Sep 3, 2026
[CAMT] Camtek Compounds Inspection Franchise Through Advanced Packaging And HBM Inspection
CAMT
Sep 3, 2026
[INTU] Intuit Thesis 2026: IRS Direct File Threat Tests TurboTax Defense as QuickBooks Ecosystem Compounds
INTU
Sep 3, 2026
[JLL] JLL Thesis 2026: Real Estate Recovery Drives Record EBITDA and Raised Forward Guidance
JLL
Sep 3, 2026
[BLD] TopBuild Thesis 2026: Insulation Installation Cycle Drives Commercial Industrial Recovery
BLD
Sep 3, 2026
[SAIC] SAIC Compounds Federal Defense And Civilian IT Services Through Innovation Factory
SAIC
Sep 3, 2026
CLW: FY25 Deep Dive
CLW

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