Published research · Complete archive2026 · 3596 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
[CACC] Credit Acceptance Thesis 2026: Buyback Compounding vs. FTC Lawsuit and Credit Cycle RiskSep 3, 2026
[MNDY] monday.com Compounds Software Franchise Through Work OS And Multi Product ExpansionSep 3, 2026
[CLX] Clorox Thesis 2026: Cyberattack Recovery Tests Brand Defense and Operational Discipline