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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
[WLY] John Wiley & Sons Thesis 2026: An Academic-Publishing + Research + AI Compounder
WLY
Sep 3, 2026
[UBSI] United Bankshares Thesis 2026: A Conservative Mid-Atlantic Roll-Up With a Fifty-Year Dividend Streak
UBSI
Sep 3, 2026
[CHRW] C.H. Robinson Thesis 2026: AI Agents Go Live as Brokerage Productivity Targets Raised
CHRW
Sep 3, 2026
[SAP] SAP Thesis 2026: S/4HANA Cloud Migration Tests Customer Adoption Velocity
SAP
Sep 3, 2026
[SIGI] Selective Insurance Thesis 2026: A Super-Regional P&C Underwriter Compounds Through Disciplined Independent-Agent Distribution
SIGI
Sep 3, 2026
[SKYW] SkyWest Compounds Airline Franchise Through Regional Aircraft And Pilot Capacity
SKYW
Sep 3, 2026
[IDA] Idacorp Thesis 2026: Idaho Power Drives Hydro Data Center Load Growth Capital Return
IDA

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