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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
[SKM] SK Telecom Compounds Korean Wireless Franchise Through 5G Monetization And AI Enterprise Pivot
SKM
Sep 3, 2026
[CSCO] Cisco Thesis 2026: Splunk Integration + AI Infrastructure Test Software Transition
CSCO
Sep 3, 2026
[WSC] WillScot Holdings Thesis 2026: A Modular-Space and Mobile-Storage Compounder Rides Mega-Project and Construction Demand
WSC
Sep 3, 2026
[FTS] Fortis Thesis 2026: Regulated Utility Capex Drives 51-Year Dividend Track Record
FTS
Sep 3, 2026
[ESI] Element Solutions Thesis 2026: Electronics Specialty Cycle Drives Industrial Surface Treatment Capital Return
ESI
Sep 3, 2026
HFBL: FY25 Deep Dive
HFBL
Sep 3, 2026
[C] Citigroup Thesis 2026: Fraser Transformation + Banamex IPO Test ROTCE Recovery From 8% Toward 11-12%
C

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