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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
[UNM] Unum Group Thesis 2026: Group Disability Cycle Drives Long-Term Care Reserve Stability
UNM
Sep 3, 2026
[NUE] Nucor Thesis 2026: West Virginia Mill Investment Positions for Steel Cycle Recovery
NUE
Sep 3, 2026
[EAT] Brinker International Thesis 2026: Chili's Turnaround Momentum Drives Margin Expansion and Deleveraging
EAT
Sep 3, 2026
[WM] Waste Management Thesis 2026: Margin Leadership Deepens With Authorized Buyback
WM
Sep 3, 2026
[OLLI] Ollie's Bargain Outlet Compounds Retail Franchise Through Closeout Sourcing And Store Expansion
OLLI
Sep 3, 2026
[BYD] Boyd Gaming Thesis 2026: Las Vegas Locals Cash Flow Funds an Aggressive Buyback Machine
BYD
Sep 3, 2026
[INTR] Inter Compounds Brazilian Digital Banking Franchise Through Cross Sell And Marketplace Expansion
INTR

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