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Published research · Complete archive2026 · 3575 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026

TDAY: FY25 Deep Dive

Sep 3, 2026

[VSAT] Viasat Compounds Satellite Communications Through Capacity And Defense And Aviation Connectivity

Sep 3, 2026

[AHL] Aspen Compounds Insurance Franchise Through Specialty Reinsurance And Capital Return

Sep 3, 2026

[THO] THOR Compounds RV Franchise Through Recreational Vehicles And Dealer Network

Sep 3, 2026

[NU] Nu Holdings Compounds Latin American Digital Banking Through Mexico Colombia Expansion

Sep 3, 2026

[ARCC] Ares Capital Thesis 2026: Record Portfolio Deployed as BDC Delivers Consistent Double-Digit ROE

Sep 3, 2026

PHAT: FY25 Deep Dive

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