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Published research · Complete archive2026 · 3286 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Jun 1, 2026
BRK.B Taylor Morrison Acquisition 2026: Berkshire's First Housing Builder at 1.10x Book
BRK.BTMHCLENDHIPHMNVR
Jun 1, 2026
NVDA Arm-Based PC Superchip 2026: Computex Launch Beyond the Data Center
NVDAARMINTCAAPLMSFT
Jun 1, 2026
TSM China Revenue Exposure 2026: Beijing's Outbound Capital Controls vs the $12.8B Monthly Run-Rate
TSMASMLINTC
Jun 1, 2026
BRK.B Abel Succession Portfolio 2026: $6.8B First M&A vs $397B Cash Pile
BRK.BTMHCLENDHIPHMNVR
May 21, 2026
PRCT's 65% Q1 Margin Isn't Noise. It De-Risks the FY Guide.
PRCT
Apr 30, 2026
MGM: IAC Name Change Unlocks BetMGM Stake Value
IACMGM
Apr 30, 2026
INTC Q1: $13B Revenue, DCAI Jumps on Agentic AI
INTCAMDARM

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