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Published research · Complete archive2026 · 3031 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

[BN] Brookfield Corporation Thesis 2026: Distributable Earnings Grow, AI Infrastructure Launched

Sep 3, 2026

[CHTR] Charter Communications Thesis 2026: Cox Merger and Capex Surge Reshape Cable Competitive Position

Sep 3, 2026

[VSNT] Versant Media Compounds Networks Franchise Through Cable Portfolio And Distribution Transition

Sep 3, 2026

[EA] Electronic Arts Thesis 2026: Bookings Growth Recovery Guided as Live Services Stabilize

Sep 3, 2026

TPG 2025-26: $51B Capital Raised (+71%), $52B Deployed, FRE Margin 47%

Sep 3, 2026

[TGTX] TG Therapeutics Thesis 2026: An Anti-CD20 MS Drug Scales Toward Profitability and a CAR-T Optionality Pipeline

Sep 3, 2026

SMSI: FY25 Deep Dive

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