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Published research · Complete archive2026 · 3155 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
[ZETA] Zeta Global Holdings Thesis 2026: A Founder-Led AI-Marketing-Platform Compounds Through Identity Graph and Connected TV
ZETA
Sep 3, 2026
[NDSN] Nordson Thesis 2026: 62-Year Dividend Aristocrat Tests Industrial Cycle Recovery
NDSN
Sep 3, 2026
[SSNC] SS&C Technologies Thesis 2026: Investment Manager Software Drives Healthcare Cycle Expansion
SSNC
Sep 3, 2026
RNGR: FY25 Deep Dive
RNGR
Sep 3, 2026
[PPG] PPG Industries Thesis 2026: Aerospace Sets Record While Cost Program Protects Margins
PPG
Sep 3, 2026
[LTM] LATAM Airlines Thesis 2026: Latin America Capacity Cycle Drives Post-Chapter 11 ROIC Recovery
LTM
Sep 3, 2026
[NWG] NatWest Group Thesis 2026: Customer Growth and Evelyn Acquisition Drive Return Above Target
NWG

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