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Published research · Complete archive2026 · 3068 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
[MNSO] MINISO Compounds Retail Franchise Through Store Network And IP Product
MNSO
Sep 3, 2026
[MTSI] MACOM Thesis 2026: Datacenter Optical Connectivity Drives Defense Plus AI Cycle
MTSI
Sep 3, 2026
[AVTR] Avantor Thesis 2026: A Mission-Critical Lab Consumables Distributor Rides The Bioprocessing Recovery After Multi-Year Destocking
AVTR
Sep 3, 2026
[AES] AES Corporation Thesis 2026: Hyperscaler AI Data Center PPAs Drive Renewable Backlog Growth
AES
Sep 3, 2026
TDAY: FY25 Deep Dive
TDAY
Sep 3, 2026
[VSAT] Viasat Compounds Satellite Communications Through Capacity And Defense And Aviation Connectivity
VSAT
Sep 3, 2026
[AHL] Aspen Compounds Insurance Franchise Through Specialty Reinsurance And Capital Return
AHL

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