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Published research · Complete archive2026 · 3150 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
[TEL] TE Connectivity Thesis 2026: EV ADAS Connector Content Drives Transportation Compounding
TEL
Sep 3, 2026
[CRBG] Corebridge Financial Thesis 2026: Annuity Spread Cycle Drives Life Insurance Capital Return
CRBGAIG
Sep 3, 2026
[TXT] Textron Thesis 2026: Aviation Backlog Strength and Defense Growth Sustain Earnings Guidance
TXT
Sep 3, 2026
[MTH] Meritage Homes Thesis 2026: A Sun-Belt Entry-Level Homebuilder Rides Affordability and Energy-Efficient Demand
MTH
Sep 3, 2026
[HMC] Honda Motor Compounds Global Auto And Motorcycle Franchise Through Hybrid Demand And BEV Transition
HMC
Sep 3, 2026
[MSI] Motorola Solutions Thesis 2026: Public Safety LMR Compounds Through Software Mix Shift
MSI
Sep 3, 2026
[SHOP] Shopify Thesis 2026: AI Merchant Tools Drive Revenue Per Subscriber Expansion
SHOP

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