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Published research · Complete archive2026 · 3145 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026

[DAL] Delta Air Lines Thesis 2026: Amex Partnership Anchors Premium Margin Leadership

Sep 3, 2026

[PBF] PBF Energy Thesis 2026: A Six-Refinery Independent Refiner Recovers Post-Martinez-Fire Through Cycle And Renewables

Sep 3, 2026

CBSH Commerce Bancshares Thesis 2026: Midwest Super Regional Drives Diversified Fee Income Capital Return

Sep 3, 2026

LNC Lincoln Financial Group Thesis 2026: Annuities Group Protection Drive Post Restructuring Capital Rebuild

Sep 3, 2026

[SUI] Sun Communities Thesis 2026: North American Manufactured Housing NOI Grows Ahead of Peers

Sep 3, 2026

[GVA] Granite Construction Thesis 2026: IIJA-Funded Backlog and a Higher-Margin Materials Mix Drive the Turnaround

Sep 3, 2026

[FDX] FedEx Thesis 2026: Network 2.0 Compounds Through Freight Spin-Off

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