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Published research · Complete archive2026 · 3177 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

[BPOP] Popular Inc. Thesis 2026: Puerto Rico Banking Cycle Drives US Northeast Capital Return

Sep 3, 2026

[KGC] Kinross Gold Thesis 2026: Two Million Ounce Production Unlocks Strong Free Cash Flow

Sep 3, 2026

[CI] Cigna Thesis 2026: FTC Settlement Clears Path, Earnings Guidance Holds

Sep 3, 2026

[ENSG] Ensign Group Thesis 2026: Skilled Nursing Cycle Drives De Novo Same-Facility Capital Return

Sep 3, 2026

[AMRZ] Amrize Compounds Building Materials Franchise Through Construction Demand And Post-Spin Standalone Cycle

Sep 3, 2026

QGEN Qiagen Thesis 2026: QuantiFERON Latent TB Drives Sample to Insight Molecular Diagnostics Recurring Consumables Growth

Sep 3, 2026

[SLM] SLM Corporation Thesis 2026: A Private-Student-Loan Compounder Rides Higher-Education Demand and Capital Return

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