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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
[IDA] Idacorp Thesis 2026: Idaho Power Drives Hydro Data Center Load Growth Capital Return
IDA
Sep 3, 2026
[PFS] Provident Financial Services Digests Lakeland Bancorp Across A New Jersey Footprint
PFS
Sep 3, 2026
[HIG] Hartford Financial Thesis 2026: P&C Pricing Power Tests Casualty Reserve Discipline
HIG
Sep 3, 2026
PDM: FY25 Deep Dive
PDM
Sep 3, 2026
[VKTX] Viking Therapeutics Thesis 2026: A GLP-1-Amylin Obesity Biotech Rides Phase-3 and NASH
VKTX
Sep 3, 2026
[CNI] CN Rail Thesis 2026: Operating Ratio Discipline Holds Through Flat Revenue Year
CNI
Sep 3, 2026
[AUR] Aurora Innovation Thesis 2026: Texas Autonomous Trucking Launch Drives Driver-Out Commercialization
AUR

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