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Published research · Complete archive2026 · 3177 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026

[MANH] Manhattan Associates Thesis 2026: Cloud Supply Chain SaaS Drives Active Omni Capital Return

Sep 3, 2026

[AX] Axos Financial Thesis 2026: A Digital-First Bank Compounds Through Commercial Lending And The UBS Clearing Acquisition

Sep 3, 2026

[SFBS] ServisFirst Bancshares Thesis 2026: A Southeast Commercial-Bank Compounder Rides Texas-Florida-Alabama Population-Growth Tailwinds

Sep 3, 2026

[LXP] LXP Industrial Compounds Real Estate Franchise Through Warehouse Distribution And Logistics Growth

Sep 3, 2026

[SE] Sea Limited Compounds Shopee Commerce Through Profitability And SeaMoney Credit Cycle

Sep 3, 2026

[KTOS] Kratos Defense Thesis 2026: Defense Drone Cycle Drives Hypersonic Space Recovery

Sep 3, 2026

[CRK] Comstock Resources Thesis 2026: A Haynesville-Pure-Play Gas E&P Bets Production On The LNG Export Demand Wave

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