Skip to content

Sign in Sign up

Published research · Complete archive2026 · 4005 notes

Archive

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

Sep 3, 2026

[PLUG] Plug Power Advances Hydrogen Franchise Through Fuel Cells And Electrolyzer Scale

Sep 3, 2026

[MAA] Mid-America Apartment Communities Thesis 2026: Supply Easing Supports Steady Core FFO Recovery

Sep 3, 2026

[BPOP] Popular Inc. Thesis 2026: Puerto Rico Banking Cycle Drives US Northeast Capital Return

Sep 3, 2026

[KGC] Kinross Gold Thesis 2026: Two Million Ounce Production Unlocks Strong Free Cash Flow

Sep 3, 2026

[CI] Cigna Thesis 2026: FTC Settlement Clears Path, Earnings Guidance Holds

Sep 3, 2026

[ENSG] Ensign Group Thesis 2026: Skilled Nursing Cycle Drives De Novo Same-Facility Capital Return

Sep 3, 2026

[AMRZ] Amrize Compounds Building Materials Franchise Through Construction Demand And Post-Spin Standalone Cycle

Financial data, with receipts

Numbers you can follow to the source.

Try it free View pricing