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Published research · Complete archive2026 · 3636 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
[SBS] Sabesp Compounds Sao Paulo Water Franchise Through Sanitation Universalization And Privatization
SBS
Sep 3, 2026
[NOW] ServiceNow Thesis 2026: Now Assist GenAI Bundle Tests Workflow Platform Premium Pricing
NOW
Sep 3, 2026
[AB] AllianceBernstein Thesis 2026: A Diversified Institutional Asset-Manager Rides Private-Markets and Fixed-Income Inflection
AB
Sep 3, 2026
[TEL] TE Connectivity Thesis 2026: EV ADAS Connector Content Drives Transportation Compounding
TEL
Sep 3, 2026
[CRBG] Corebridge Financial Thesis 2026: Annuity Spread Cycle Drives Life Insurance Capital Return
CRBGAIG
Sep 3, 2026
[TXT] Textron Thesis 2026: Aviation Backlog Strength and Defense Growth Sustain Earnings Guidance
TXT
Sep 3, 2026
[MTH] Meritage Homes Thesis 2026: A Sun-Belt Entry-Level Homebuilder Rides Affordability and Energy-Efficient Demand
MTH

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