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Published research · Complete archive2026 · 3991 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
[ELV] Elevance Health Thesis 2026: Carelon Scaling Tests Vertical Integration vs UNH Optum Playbook
ELV
Sep 3, 2026
[APTV] Aptiv Thesis 2026: Wind River Spinoff Refocuses Auto Architecture and Connectivity Pure Play
APTV
Sep 3, 2026
JBSS: FY25 Deep Dive
JBSS
Sep 3, 2026
[ITT] ITT Inc. Thesis 2026: EV Friction Innovation Anchors Motion Technologies Premium
ITT
Sep 3, 2026
RJET: FY25 Deep Dive
RJET
Sep 3, 2026
OFLX: FY25 Deep Dive
OFLX
Sep 3, 2026
[WK] Workiva Compounds Reporting Platform Through ESG And Regulatory Software Adoption
WK

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