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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
[PKG] Packaging Corp Thesis 2026: Greif Deal Builds Scale and Starts Delever
PKG
Sep 3, 2026
[ESNT] Essent Group Compounds Mortgage Insurance Franchise Through Insurance In Force And Credit
ESNT
Sep 3, 2026
[EQR] Equity Residential Thesis 2026: Coastal Market Focus Delivers Steady FFO Per Share Growth
EQR
Sep 3, 2026
[FIBK] First Interstate BancSystem Thesis 2026: Mountain-West + Pacific-Northwest Community-Bank Compounder
FIBK
Sep 3, 2026
APOS: FY25 Deep Dive
APOS
Sep 3, 2026
[TMHC] Taylor Morrison Home Thesis 2026: A Sun-Belt Diversified Homebuilder Spans Entry to Luxury and Build-to-Rent
TMHC
Sep 3, 2026
[EDU] New Oriental Education Thesis 2026: Post-Tutoring Pivot Drives Test Prep Tourism Capital Return
EDU

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