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Published research · Complete archive2026 · 3031 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

[W] Wayfair Thesis 2026: Online Home Goods Marketplace Drives Active Customer Capital Return

Sep 3, 2026

[WPP] WPP Compounds Marketing Franchise Through Agency Network And AI Marketing

Sep 3, 2026

[JD] JD.com Compounds Direct-Sales Retail Through Logistics Margin And Food Delivery Entry

Sep 3, 2026

CFFN: FY25 Deep Dive

Sep 3, 2026

[NRG] NRG Energy Thesis 2026: Vivint Smart Home Cross-Sell Tests Texas Retail Electricity Cycle

Sep 3, 2026

[STT] State Street Thesis 2026: SSGA SPDR ETFs Anchor Custody Pricing Pressure

Sep 3, 2026

[VRSK] Verisk Analytics Thesis 2026: Subscription Majority and Margin Leadership Define Quality Moat

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