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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

[USB] U.S. Bancorp Thesis 2026: Cecere Operational Reset Tests Super-Regional Bank Cycle

Sep 3, 2026

[MWA] Mueller Water Products Thesis 2026: A Water-Distribution and Fire-Protection Compounder Rides Infrastructure Tailwinds

Sep 3, 2026

[FLS] Flowserve Thesis 2026: Margin Targets Reached Early as Nuclear and Trillium Expand Pipeline

Sep 3, 2026

[CINF] Cincinnati Financial Thesis 2026: Underwriting Discipline Delivers Best-in-Class Combined Ratio

Sep 3, 2026

[QCOM] Qualcomm Thesis 2026: Auto Diversification Accelerates Despite One-Time Tax Charge

Sep 3, 2026

[JJSF] J&J Snack Foods Thesis 2026: ICEE Captive Syrup Flywheel Compounds at 88K Machines

Sep 3, 2026

[KC] Kingsoft Cloud Compounds Cloud Franchise Through AI Cloud Demand And Margin Improvement

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