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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

[CHYM] Chime Financial Thesis 2026: Mobile Neobank Drives Interchange Member Capital Return

Sep 3, 2026

[MKTX] MarketAxess Thesis 2026: An Electronic Bond Trading Network Compounds Share in Fixed-Income Markets

Sep 3, 2026

[CG] Carlyle Group Thesis 2026: Asset Manager Pivot Tests Private Wealth Capital Cycle

Sep 3, 2026

[PEN] Penumbra Thesis 2026: Thrombectomy Adoption Drives Gross Margin Toward Seventy Percent

Sep 3, 2026

TNET: FY25 Deep Dive

Sep 3, 2026

[PLAB] Photronics Compounds IC And Display Photomask Cycles With Global Capacity Discipline

Sep 3, 2026

CWAN Clearwater Analytics Thesis 2026: Cloud Investment Accounting SaaS Drives Enfusion Beacon Platform Expansion

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