Published research · Complete archive2026 · 3552 notes
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Sep 3, 2026
[NRG] NRG Energy Thesis 2026: Vivint Smart Home Cross-Sell Tests Texas Retail Electricity CycleSep 3, 2026
[VRSK] Verisk Analytics Thesis 2026: Subscription Majority and Margin Leadership Define Quality MoatSep 3, 2026
[AFRM] Affirm Thesis 2026: Affirm Card Scales Toward 5M Users as BNPL Reaches GAAP Profitability