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Published research · Complete archive2026 · 3064 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
ETD: FY25 Deep Dive
ETD
Sep 3, 2026
[AKAM] Akamai Thesis 2026: Security and Cloud Pivot Tests CDN Legacy Decline
AKAM
Sep 3, 2026
[GM] General Motors Thesis 2026: EV Writedowns Mask Exceptional Free Cash Generation
GM
Sep 3, 2026
[SYK] Stryker Thesis 2026: First Twenty-Five Billion Year, Mako Installed Base Scales
SYK
Sep 3, 2026
[COST] Costco Thesis 2026: Membership Compounding Engine Sustains Multi-Decade Equity Compounding
COST
Sep 3, 2026
[AHR] American Healthcare REIT Thesis 2026: Senior Housing Cycle Drives Outpatient Medical Capital Return
AHR
Sep 3, 2026
TWI: FY25 Deep Dive
TWI

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