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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
[CFR] Cullen/Frost Bankers Thesis 2026: Texas Regional Bank Drives Deposit Franchise Capital Return
CFR
Sep 3, 2026
DGICB: FY25 Deep Dive
DGICB
Sep 3, 2026
[LW] Lamb Weston Thesis 2026: ERP Recovery Tests Frozen Potato Volume Through QSR Cycle
LW
Sep 3, 2026
[BJ] BJ's Wholesale Club Compounds Membership Retail Through Club Expansion And Own Brand
BJ
Sep 3, 2026
[CNM] Core & Main Compounds Water Infrastructure Distribution Through Demand And Acquisition Consolidation
CNM
Sep 3, 2026
[IEX] IDEX Thesis 2026: Health and Science Technologies Orders Surge, Earnings Guidance Raised
IEX
Sep 3, 2026
[CWT] California Water Service Thesis 2026: Regulated Multi-State Water Utility Compounder
CWT

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