Published research · Complete archive2026 · 3636 notes
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Sep 3, 2026
[SSNC] SS&C Technologies Thesis 2026: Investment Manager Software Drives Healthcare Cycle ExpansionSep 3, 2026
[PPG] PPG Industries Thesis 2026: Aerospace Sets Record While Cost Program Protects MarginsSep 3, 2026
[LTM] LATAM Airlines Thesis 2026: Latin America Capacity Cycle Drives Post-Chapter 11 ROIC RecoverySep 3, 2026
[NWG] NatWest Group Thesis 2026: Customer Growth and Evelyn Acquisition Drive Return Above Target