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Published research · Complete archive2026 · 4005 notes

Archive

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

Sep 3, 2026

[INTC] Intel Thesis 2026: 18A Node Yield Is the Make-or-Break for the Foundry Pivot

Sep 3, 2026

[DB] Deutsche Bank Thesis 2026: Capital Returns Test Investment Banking Recovery Cycle

Sep 3, 2026

[FBNC] First Bancorp Thesis 2026: Carolinas-Community-Bank Compounder Rides Southeast Growth

Sep 3, 2026

[HAS] Hasbro Thesis 2026: Magic the Gathering and Wizards Pivot Tests Toy Industry Reset

Sep 3, 2026

CTS: FY25 Deep Dive

Sep 3, 2026

[BDC] Belden Thesis 2026: An Industrial-and-Enterprise Connectivity Compounder Rides Automation and Broadband Tailwinds

Sep 3, 2026

[STZ] Constellation Brands Thesis 2026: Wine Exit Completes the Pure-Play Beer Pivot

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