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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
[CHDN] Churchill Downs Thesis 2026: Kentucky Derby Premiumization Plus Historical Racing Expansion
CHDN
Sep 3, 2026
[PWR] Quanta Services Thesis 2026: Data Center Joins Grid as Dual Growth Driver
PWR
Sep 3, 2026
[UNP] Union Pacific Thesis 2026: Vena PSR Operational Excellence + Intermodal Volume Growth + 18-Year Dividend Aristocrat Tests Western Class I Railroad Through Freight Cycle
UNP
Sep 3, 2026
[ICE] Intercontinental Exchange Thesis 2026: Black Knight Integration Delivers Synergies, EPS Records
ICE
Sep 3, 2026
FRBA: FY25 Deep Dive
FRBA
Sep 3, 2026
NSP: FY25 Deep Dive
NSP
Sep 3, 2026
[DOCS] Doximity Thesis 2026: A Physician-Centric Professional Network Compounds Healthcare-Marketing And Telehealth Workflow Revenue
DOCS

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