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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

[TPL] Texas Pacific Land Thesis 2026: Permian Royalty Premium Tests Surface Land Monetization

Sep 3, 2026

[MIR] Mirion Technologies Thesis 2026: A Radiation-Detection Pure-Play Rides the Nuclear-Power Renaissance and Cancer-Therapy Demand

Sep 3, 2026

[FNV] Franco-Nevada Compounds Royalty Portfolio Through Precious Metals Cycle And Cobre Panama Restart

Sep 3, 2026

[ONDS] Ondas Builds Technology Franchise Through Wireless Networks And Autonomous Drones

Sep 3, 2026

CVEO: FY25 Deep Dive

Sep 3, 2026

[DT] Dynatrace Compounds Observability Platform Through Consumption Growth And AI Analytics

Sep 3, 2026

[CBT] Cabot Corporation Thesis 2026: A Performance-Carbon-Black Compounder Rides EV-and-Battery-Materials Transition

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