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Published research · Complete archive2026 · 3145 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

[FFBC] First Financial Bancorp Thesis 2026: Ohio-Indiana-Kentucky Community-Bank Compounder

Sep 3, 2026

[WFC] Wells Fargo Thesis 2026: Asset Cap Removal Catalyzes Multi-Year Earnings Power Recovery

Sep 3, 2026

[OGE] OGE Energy Thesis 2026: Oklahoma Rate Base Drives Data Center Load Growth

Sep 3, 2026

[SRE] Sempra Thesis 2026: Texas Oncor Data Center Growth + LNG Infrastructure Buildout + California Regulatory Navigation Anchor Three-Pillar Compounding

Sep 3, 2026

[PRGO] Perrigo Thesis 2026: Private-Label OTC Margin Recovery vs. Leverage Burden

Sep 3, 2026

[IDXX] IDEXX Laboratories Thesis 2026: Veterinary Diagnostics Recurring Revenue Drives Premium Compounding

Sep 3, 2026

[TCOM] Trip.com Compounds Online Travel Through China Outbound Recovery And International Expansion

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