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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

Hyatt 2025-26: Asset-Light Pivot, FY26 Adj EBITDA +13-17%

Sep 3, 2026

[CHD] Church & Dwight Thesis 2026: Touchland Acquisition Expands Into Premium Personal Care

Sep 3, 2026

[ONON] On Holding Compounds Premium Running Brand Through Brand Scaling And DTC And Apparel Expansion

Sep 3, 2026

[CNK] Cinemark Compounds Exhibition Franchise Through Theatrical Attendance And Film Slate

Sep 3, 2026

[OXY] Occidental Petroleum Thesis 2026: CrownRock Integration + Permian Resources Anchor + Berkshire Ownership Stake Tests Deleveraging Pace

Sep 3, 2026

[CNA] CNA Financial Thesis 2026: Specialty P&C Cycle Drives Loews Capital Return

Sep 3, 2026

[SRRK] Scholar Rock Thesis 2026: Apitegromab Closes On A PDUFA For Spinal Muscular Atrophy While Obesity Trials Build A Second Pillar

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