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Published research · Complete archive2026 · 3586 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
[PATH] UiPath Compounds Automation Franchise Through Agentic AI And Platform Expansion
PATH
Sep 3, 2026
[RITM] Rithm Capital Thesis 2026: A Diversified Asset Manager Pairs a Mortgage Engine With Sculptor Alternatives
RITM
Sep 3, 2026
[STLA] Stellantis Thesis 2026: North America Shipment Recovery Frames Path Back to Profitability
STLA
Sep 3, 2026
[WF] Woori Financial Group Thesis 2026: Korean NIM Cycle Tests Capital Return Acceleration
WF
Sep 3, 2026
NCSM: FY25 Deep Dive
NCSM
Sep 3, 2026
[VG] Venture Global Compounds US LNG Export Through Plaquemines Ramp And CP2 Buildout
VG
Sep 3, 2026
ALKT: FY25 Deep Dive
ALKT

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