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Published research · Complete archive2026 · 3128 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

[CHT] Chunghwa Telecom Thesis 2026: Taiwan 5G Convergence Drives ICT Enterprise Mix Expansion

Sep 3, 2026

[ARM] Arm Holdings Thesis 2026: Server CPU Royalty Mix Drives v9 Architecture Cycle

Sep 3, 2026

TDOC: FY25 Deep Dive

Sep 3, 2026

[FTI] TechnipFMC Thesis 2026: Subsea Backlog and Capital Return Define Offshore Services Leader

Sep 3, 2026

[LBRDK] Liberty Broadband Compounds Holding Franchise Through Charter Stake And Broadband Value

Sep 3, 2026

[PYCR] Paycor Compounds SMB And Mid-Market HCM SaaS Through Sales Capacity Expansion

Sep 3, 2026

[CVNA] Carvana Thesis 2026: Retail Volume Surges as EBITDA Margin Reaches Double Digits

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