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Published research · Complete archive2026 · 3083 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

[BLCO] Bausch + Lomb Thesis 2026: Contact Lenses, Miebo and Xiidra Anchor an Eye-Health Pure-Play Awaiting Independence

Sep 3, 2026

[ABVX] Abivax Advances Biotech Franchise Through Obefazimod And Phase 3 Readouts

Sep 3, 2026

[ZION] Zions Bancorporation Thesis 2026: Western US Regional Bank Drives Commercial Lending Capital Return

Sep 3, 2026

[BUSE] First Busey Thesis 2026: Illinois-Indiana-Florida Community-Bank With CrossFirst Synergy

Sep 3, 2026

NBN: FY25 Deep Dive

Sep 3, 2026

[BAP] Credicorp Compounds Peruvian Financial Franchise Through Credit Cycle And Digital Banking

Sep 3, 2026

[RKT] Rocket Companies Thesis 2026: Mortgage Origination Recovery Tests Servicing Portfolio Scale

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