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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
[SAN] Santander Thesis 2026: Return on Equity Leads European Banking Peers
SAN
Sep 3, 2026
[AFRM] Affirm Thesis 2026: Affirm Card Scales Toward 5M Users as BNPL Reaches GAAP Profitability
AFRM
Sep 3, 2026
[AAP] Advance Auto Parts Thesis 2026: A Pro-First Automotive-Aftermarket Turnaround Compounder
AAP
Sep 3, 2026
NAUT: FY25 Deep Dive
NAUT
Sep 3, 2026
[MKC] McCormick Thesis 2026: Spice and Flavor Pricing Power Tests Volume Recovery Through Cycle
MKC
Sep 3, 2026
SCKT: FY25 Deep Dive
SCKT
Sep 3, 2026
[VTR] Ventas Thesis 2026: Senior Housing Delivers Fourth Consecutive Double-Digit NOI Year
VTR

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