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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

[BFH] Bread Financial Thesis 2026: Private-Label-Credit-Card + Buy-Now-Pay-Later Compounder

Sep 3, 2026

[WLY] John Wiley & Sons Thesis 2026: An Academic-Publishing + Research + AI Compounder

Sep 3, 2026

[UBSI] United Bankshares Thesis 2026: A Conservative Mid-Atlantic Roll-Up With a Fifty-Year Dividend Streak

Sep 3, 2026

[CHRW] C.H. Robinson Thesis 2026: AI Agents Go Live as Brokerage Productivity Targets Raised

Sep 3, 2026

[SAP] SAP Thesis 2026: S/4HANA Cloud Migration Tests Customer Adoption Velocity

Sep 3, 2026

[SIGI] Selective Insurance Thesis 2026: A Super-Regional P&C Underwriter Compounds Through Disciplined Independent-Agent Distribution

Sep 3, 2026

[SKYW] SkyWest Compounds Airline Franchise Through Regional Aircraft And Pilot Capacity

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