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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
[HUT] Hut 8 Thesis 2026: Bitcoin Mining HPC Drives American Bitcoin JV Capital Return
HUT
Sep 3, 2026
ONEW: FY25 Deep Dive
ONEW
Sep 3, 2026
[HGV] Hilton Grand Vacations Thesis 2026: A Hilton-Timeshare Compounder Rides Diamond and Bluegreen
HGV
Sep 3, 2026
[FLR] Fluor Compounds Engineering Franchise Through Backlog And Energy Transition Infrastructure
FLR
Sep 3, 2026
[POR] Portland General Electric Thesis 2026: Oregon Data-Center Load Growth Funds a Clean-Energy Transition
POR
Sep 3, 2026
ARCB: FY25 Deep Dive
ARCB
Sep 3, 2026
[WSO] Watsco Thesis 2026: A2L Refrigerant Transition Drives Pricing Power and Acquisitions
WSO

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