Published research · Complete archive2026 · 3155 notes
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Sep 3, 2026
[ZBH] Zimmer Biomet Thesis 2026: Five Consecutive Years of Mid-Single-Digit Organic GrowthSep 3, 2026
[ITW] Illinois Tool Works Thesis 2026: Margin Excellence Continues Through Decentralized ModelSep 3, 2026
[CONX] CONX Corp Thesis 2026: Charlie-Ergen-Affiliated SPAC With EchoStar-Adjacent OptionalitySep 3, 2026
[DIS] Disney Thesis 2026: Streaming Profits Land as ESPN Bundle and AV Pivot Test Pricing PowerSep 3, 2026
[SNEX] StoneX Group Thesis 2026: Multi-Asset Brokerage Drives Global Risk Management Capital Return