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Published research · Complete archive2026 · 3586 notes

Archive

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

Sep 3, 2026

IBIO: FY25 Deep Dive

Sep 3, 2026

[WSFS] WSFS Financial Thesis 2026: A Greater-Philadelphia Community-Bank Compounder Rides Bryn-Mawr-Trust and Wealth-Management

Sep 3, 2026

[OTIS] Otis Worldwide Thesis 2026: Service Segment Recurring Revenue Anchor + China New Equipment Stabilization + Modernization Pipeline Through Property Cycle

Sep 3, 2026

[ANF] Abercrombie Compounds Apparel Franchise Through Brand Refresh And Hollister Co Brand

Sep 3, 2026

[COIN] Coinbase Global Thesis 2026: Stablecoin and Subscription Revenue Diversifies Crypto Cycle

Sep 3, 2026

[ACM] AECOM Compounds Infrastructure Engineering Franchise Through Investment Cycle And Backlog Conversion

Sep 3, 2026

[L] Loews Corporation Thesis 2026: Tisch Family Buyback Discipline Tests CNA Cycle and NAV Discount

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