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Published research · Complete archive2026 · 3036 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

FXNC: FY25 Deep Dive

Sep 3, 2026

[AIT] Applied Industrial Technologies Thesis 2026: MRO Distribution Drives Engineered Solutions Cycle

Sep 3, 2026

[WPC] W. P. Carey Thesis 2026: Industrial Net Lease Deployment Reaches Record Invested Capital

Sep 3, 2026

[FRMI] Fermi Compounds Utility Franchise Through Power Generation And Utility Operations

Sep 3, 2026

[SAGE] Sage Therapeutics Compounds Brain Health CNS Pipeline Through ZURZUVAE Adoption And Biogen Partnership

Sep 3, 2026

[BCPC] Balchem Thesis 2026: A Specialty Choline And Encapsulation Compounder Plus Methodical M&A Compounds At Mid-Single-Digit Pace

Sep 3, 2026

MFAN: FY25 Deep Dive

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