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Published research · Complete archive2026 · 3380 notes

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

Mar 12, 2026
Can home health companies offset the CMS 6.4% cut through volume growth and labor efficiency?
AVAHAMEDENSG
Mar 12, 2026
If CMS finalizes the 6.4% home health payment cut, which operators face the steepest margin compression?
AVAHENSGSHCUNH
Mar 12, 2026
What integration risks does Aveanna face with Family First given its leveraged balance sheet?
AVAH
Mar 12, 2026
How does Family First Homecare's margin profile compare to Aveanna's existing segments?
AVAHENSG
Mar 12, 2026
Which non-Qatar alumina sources can ramp to fill the supply gap?
AARIOBHPACH
Mar 12, 2026
How much alumina price uplift does Alcoa capture from Qatar supply disruptions in Q1?
AACENXNHY
Mar 12, 2026
Can Century's Mt. Holly restart reach full capacity on schedule given US power cost volatility?
CENXDUKSO

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