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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
[NEE] NextEra Energy Thesis 2026: Data Center Demand + Renewable PPAs Anchor Dual-Platform Compounding
NEE
Sep 3, 2026
[NVO] Novo Nordisk Thesis 2026: CagriSema Phase 3 Is the Re-Rating Catalyst After Growth Deceleration
NVO
Sep 3, 2026
[INSW] International Seaways Thesis 2026: A Crude-and-Product-Tanker Cycle-Pure-Play Compounds Through Demand and Capital Return
INSW
Sep 3, 2026
FAF First American Financial Thesis 2026: Title Insurance Drives Data Analytics Commercial Cyclical Recovery
FAF
Sep 3, 2026
[HEES] H&E Equipment Services Thesis 2026: A Heavy-Equipment-Rental + Aerial Compounder
HEES
Sep 3, 2026
[DEO] Diageo Compounds Premium Spirits Through US Destocking Recovery And Tequila Premiumization
DEO
Sep 3, 2026
[MAC] Macerich Thesis 2026: A Class-A Mall REIT Sheds Non-Core Assets and Bets on Premium Trophy Centers
MAC

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