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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

[FA] First Advantage Thesis 2026: Post-Sterling-Merger Background-Screening Compounder

Sep 3, 2026

[RNST] Renasant Corporation Thesis 2026: A Southeast-US Community-Bank Compounder Rides First-Bancshares-Merger

Sep 3, 2026

[TS] Tenaris Thesis 2026: OCTG Premium Pipe Demand Drives Permian Drilling Cycle

Sep 3, 2026

[QBTS] D-Wave Quantum Builds Computing Franchise Through Annealing Systems And Quantum Cloud

Sep 3, 2026

[ONTO] Onto Innovation Thesis 2026: Process Control Cycle Drives Advanced Packaging Recovery

Sep 3, 2026

ASIC: FY25 Deep Dive

Sep 3, 2026

[HL] Hecla Mining Thesis 2026: US Silver Mining Cycle Drives Greens Creek Gold Production Recovery

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