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Published research · Complete archive2026 · 4005 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
[ONB] Old National Bancorp Thesis 2026: Midwest Regional Bank Drives Deposit Franchise Capital Return
ONB
Sep 3, 2026
[EXAS] Exact Sciences Compounds Cancer Screening Franchise Through Volume Growth And Blood-Based Pipeline
EXAS
Sep 3, 2026
[ADP] ADP Thesis 2026: Lyric HCM Platform Sales Accelerate, Next Cycle Takes Shape
ADP
Sep 3, 2026
[ZG] Zillow Group Thesis 2026: Housing Super App Drives Rentals + Mortgages Adjacency Cycle
ZGZ
Sep 3, 2026
MGPI: FY25 Deep Dive
MGPI
Sep 3, 2026
GDYN: FY25 Deep Dive
GDYN
Sep 3, 2026
[DAL] Delta Air Lines Thesis 2026: Amex Partnership Anchors Premium Margin Leadership
DAL

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