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Published research · Complete archive2026 · 3552 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
[MCD] McDonald's Thesis 2026: Value Menu Bet Tests Franchise System Economics
MCD
Sep 3, 2026
[ENVA] Enova International Thesis 2026: An Online Consumer-and-SMB Lender Compounds Through Subprime Demand and Data Underwriting
ENVA
Sep 3, 2026
[AXTI] AXT Inc Thesis 2026: An Indium-Phosphide Specialist Rides AI-Optical and Tongmei IPO Optionality
AXTI
Sep 3, 2026
[W] Wayfair Thesis 2026: Online Home Goods Marketplace Drives Active Customer Capital Return
W
Sep 3, 2026
[WPP] WPP Compounds Marketing Franchise Through Agency Network And AI Marketing
WPP
Sep 3, 2026
[JD] JD.com Compounds Direct-Sales Retail Through Logistics Margin And Food Delivery Entry
JD
Sep 3, 2026
CFFN: FY25 Deep Dive
CFFN

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