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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
[WFC] Wells Fargo Thesis 2026: Asset Cap Removal Catalyzes Multi-Year Earnings Power Recovery
WFC
Sep 3, 2026
[OGE] OGE Energy Thesis 2026: Oklahoma Rate Base Drives Data Center Load Growth
OGE
Sep 3, 2026
[SRE] Sempra Thesis 2026: Texas Oncor Data Center Growth + LNG Infrastructure Buildout + California Regulatory Navigation Anchor Three-Pillar Compounding
SRE
Sep 3, 2026
[PRGO] Perrigo Thesis 2026: Private-Label OTC Margin Recovery vs. Leverage Burden
PRGO
Sep 3, 2026
[IDXX] IDEXX Laboratories Thesis 2026: Veterinary Diagnostics Recurring Revenue Drives Premium Compounding
IDXX
Sep 3, 2026
[TCOM] Trip.com Compounds Online Travel Through China Outbound Recovery And International Expansion
TCOM
Sep 3, 2026
[TBBB] BBB Foods Thesis 2026: A Mexican Hard-Discount Grocer Compounds Through Tiendas-3B Store Expansion
TBBB

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