Published research · Complete archive2026 · 3083 notes
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Sep 3, 2026
[L] Loews Corporation Thesis 2026: Tisch Family Buyback Discipline Tests CNA Cycle and NAV DiscountSep 3, 2026
[APAM] Artisan Partners Thesis 2026: 6-7% Distribution Yield Anchors Income Case as Flows StabilizeSep 3, 2026
[BILL] Bill.com Holdings Thesis 2026: An SMB-Payments-and-AP-Automation Compounder Rides AI-Payments