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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
[PL] Planet Labs Compounds Earth Observation Franchise Through Data Subscriptions And AI Analytics
PL
Sep 3, 2026
[TU] TELUS Compounds Canadian Telecom Franchise Through Wireless Growth And Health And Agriculture
TU
Sep 3, 2026
FSUN: FY25 Deep Dive
FSUN
Sep 3, 2026
[PLUS] ePlus Compounds IT Reseller Cash Flow With AI Infrastructure Pipeline Optionality
PLUS
Sep 3, 2026
WVE: FY25 Deep Dive
WVE
Sep 3, 2026
[SFD] Smithfield Foods Thesis 2026: Pork Cycle Drives Packaged Meats Capital Return
SFD
Sep 3, 2026
[ETR] Entergy Thesis 2026: Data Center Load Anchors Long-Cycle Capital Expenditure Plan
ETR

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