Published research · Complete archive2026 · 3031 notes
Archive
Every published research note and standalone analysis, collected in one place and linked to its underlying sources.
Sep 3, 2026
[AJG] Arthur J. Gallagher Thesis 2026: Twenty-Third Consecutive Quarter of Double-Digit GrowthSep 3, 2026
[OVV] Ovintiv Compounds Oil And Gas Franchise Through Permian And Montney Inventory And DisciplineSep 3, 2026
[VZ] Verizon Thesis 2026: Frontier Acquisition Closes as Wireless ARPU Anchors Dividend Compounding