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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

[TRU] TransUnion Thesis 2026: US Financial Services Markets Lead Organic Growth Recovery

Sep 3, 2026

[WTM] White Mountains Insurance Group Thesis 2026: A Berkshire-Style Capital Allocator Compounds Per-Share Book Value Through Specialty Insurance Stakes

Sep 3, 2026

[ACGL] Arch Capital Thesis 2026: Book Value Surges as Record Buyback Signals Confidence

Sep 3, 2026

[BG] Bunge Global Thesis 2026: Viterra Merger Closes, Creating Global Agri-Trading Champion

Sep 3, 2026

[SJM] J.M. Smucker Thesis 2026: Hostess Twinkies Integration Tests Sweet Baked Goods Pivot

Sep 3, 2026

[ARES] Ares Management Thesis 2026: AUM Crosses Six Hundred Billion on Record Capital Raise

Sep 3, 2026

CNXN: FY25 Deep Dive

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