Skip to content
drillr.ai
Sign up
Published research · Complete archive2026 · 3031 notes

Archive

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

Sep 3, 2026
[HAL] Halliburton Thesis 2026: International Growth Tests North America Completion Cycle Weakness
HAL
Sep 3, 2026
[FDS] FactSet Thesis 2026: Workflow Subscription Compounds Through Bloomberg-Refinitiv Wedge
FDS
Sep 3, 2026
[PPTA] Perpetua Advances Mining Franchise Through Stibnite Project And Antimony Supply
PPTA
Sep 3, 2026
[BRK-B] Berkshire Hathaway Thesis 2026: Greg Abel Inherits $355B Cash and the Capital Allocation Question
BRK-B
Sep 3, 2026
PPC Pilgrim's Pride Thesis 2026: Global Chicken Protein Drives European Prepared Foods Capital Return
PPC
Sep 3, 2026
[PG] Procter & Gamble Thesis 2026: Beauty + Grooming Mix Shift Compounds Margin Expansion
PG
Sep 3, 2026
[SMMT] Summit Therapeutics Thesis 2026: Ivonescimab Lung Cancer Phase 3 Drives PD-L1 Bispecific Disruption
SMMT

Financial data, with receipts

Numbers you can follow to the source.

Try it freeView pricing