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Published research · Complete archive2026 · 3166 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

[GLBE] Global-E Online Compounds E-commerce Franchise Through Cross-Border Platform And GMV

Sep 3, 2026

[KRMN] Karman Holdings Compounds Defense And Space Franchise Through Demand And Program Content

Sep 3, 2026

[PMT] PennyMac Mortgage Trust Thesis 2026: CRT Portfolio Earns While Dividend Holds

Sep 3, 2026

[NIQ] NIQ Compounds Consumer Intelligence Franchise Through Data Measurement And Analytics Subscriptions

Sep 3, 2026

[DKNG] DraftKings Compounds Online Betting Franchise Through State Legalization And Profitability

Sep 3, 2026

[MMYT] MakeMyTrip Compounds Travel Franchise Through Booking Platform And Indian Demand

Sep 3, 2026

[SLF] Sun Life Financial Thesis 2026: Asia Insurance Growth Drives Wealth Management Synergy

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