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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

FFIC: FY25 Deep Dive

Sep 3, 2026

[KEN] Kenon Holdings Compounds Holding Franchise Through Power Generation And Asset Value

Sep 3, 2026

[GDS] GDS Holdings Compounds Data Center Franchise Through Capacity And AI Demand And International

Sep 3, 2026

[CDNS] Cadence Design Thesis 2026: AI Compute Demand Drives EDA Duopoly Compounding

Sep 3, 2026

[OPLN] Owens Minor Patient Direct Apria Thesis 2026: Home Health Spin Off Compounder

Sep 3, 2026

[EFXT] Enerflex Compounds Energy Franchise Through Gas Infrastructure And Transition Services

Sep 3, 2026

[SKM] SK Telecom Compounds Korean Wireless Franchise Through 5G Monetization And AI Enterprise Pivot

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