Published research · Complete archive2026 · 3636 notes
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Sep 3, 2026
[CONX] CONX Corp Thesis 2026: Charlie-Ergen-Affiliated SPAC With EchoStar-Adjacent OptionalitySep 3, 2026
[DIS] Disney Thesis 2026: Streaming Profits Land as ESPN Bundle and AV Pivot Test Pricing PowerSep 3, 2026
[SNEX] StoneX Group Thesis 2026: Multi-Asset Brokerage Drives Global Risk Management Capital ReturnSep 3, 2026
[MP] MP Materials Thesis 2026: Mountain Pass Cycle Drives Rare Earth Magnet Vertical Integration