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Published research · Complete archive2026 · 3636 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026
[LPL] LG Display Thesis 2026: A Korean OLED Pioneer Approaches Apple-iPhone-and-TV OLED Inflection
LPL
Sep 3, 2026
[IVZ] Invesco Thesis 2026: Record Inflows and AUM Recovery Validate Active Management Bet
IVZ
Sep 3, 2026
[ASO] Academy Sports Compounds Retail Franchise Through Sporting Goods And Store Expansion
ASO
Sep 3, 2026
[ROK] Rockwell Automation Thesis 2026: Industrial Cycle Stabilization + Connected Enterprise + Plex Integration Test Industrial Automation Pure-Play Through Manufacturing Recovery
ROK
Sep 3, 2026
[HWM] Howmet Aerospace Thesis 2026: Engine Products Anchors Commercial Aerospace Cycle Recovery
HWM
Sep 3, 2026
[WDC] Western Digital Thesis 2026: Pure-Play HDD Pivot Captures Cloud Dominance
WDCSNDKSTX
Sep 3, 2026
[ENPH] Enphase Energy Thesis 2026: Solar Inflection Bet Placed on Second-Half Recovery
ENPH

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