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Published research · Complete archive2026 · 3083 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

PLPC: FY25 Deep Dive

Sep 3, 2026

[RUN] Sunrun Compounds Residential Solar And Battery Through Storage Attach And Cash Generation

Sep 3, 2026

[BMRC] Bank of Marin Bancorp Thesis 2026: A Northern-California Community Bank Compounder

Sep 3, 2026

[CIGI] Colliers International Thesis 2026: A Global CRE Services And Investment-Management Compounder Diversifies Beyond Transaction Cyclicality

Sep 3, 2026

[CSX] CSX Corporation Thesis 2026: Hinrichs ONE CSX Operational Improvements + Intermodal Volume Growth + Capital Return Discipline Anchor Eastern Class I Through Coal Decline

Sep 3, 2026

[BBD] Banco Bradesco Thesis 2026: Brazil Retail Banking Drives Post-Provisioning Recovery

Sep 3, 2026

[ZIM] ZIM Compounds Container Shipping Franchise Through Charter Fleet And Trade Lane Strategy

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