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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
[MGM] MGM Resorts Thesis 2026: Macau Recovery Meets BetMGM Digital Inflection
MGM
Sep 3, 2026
[IVT] InvenTrust Properties Thesis 2026: Sun-Belt Grocery-Anchored Retail REIT Compounder
IVT
Sep 3, 2026
[SCCO] Southern Copper Thesis 2026: Buenavista Expansion Compounds Low-Cost Copper Optionality
SCCO
Sep 3, 2026
[UNF] UniFirst Compounds Services Franchise Through Uniform Rental And Route Density
UNF
Sep 3, 2026
[HLI] Houlihan Lokey Compounds Advisory Franchise Through M&A Cycle And Restructuring Counter-Cyclical Balance
HLI
Sep 3, 2026
[MTB] M&T Bank Thesis 2026: People's United Integration Anchors Northeast Regional Banking
MTB
Sep 3, 2026
[PBI] Pitney Bowes Thesis 2026: Mailing Services SendTech Logistics Strategic Restructure Compounder
PBI

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