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Published research · Complete archive2026 · 3626 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
[RJF] Raymond James Financial Thesis 2026: Wealth Management Scale Drives Recurring Fee Compounding
RJF
Sep 3, 2026
HOPE: FY25 Deep Dive
HOPE
Sep 3, 2026
[AMX] America Movil Thesis 2026: LATAM Mobile Postpaid Mix Drives Margin Expansion
AMX
Sep 3, 2026
[KT] KT Corporation Compounds Korean Telecom Franchise Through 5G And AI And Non-Telecom Mix
KT
Sep 3, 2026
[TAP] Molson Coors Thesis 2026: Bud Light Tailwind Normalizes as Above Premium Mix Defends
TAP
Sep 3, 2026
[PEGA] Pegasystems Thesis 2026: The Cloud Transition Lifts ACV While GenAI Blueprint Refreshes the Platform
PEGA
Sep 3, 2026
[ONB] Old National Bancorp Thesis 2026: Midwest Regional Bank Drives Deposit Franchise Capital Return
ONB

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