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Published research · Complete archive2026 · 3187 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
[LYG] Lloyds Banking Group Thesis 2026: Net Interest Income Recovery Upgrades Return Target
LYG
Sep 3, 2026
SCL: FY25 Deep Dive
SCL
Sep 3, 2026
[MEDP] Medpace Holdings Thesis 2026: Mid-Cap Biotech CRO Cycle Drives Backlog Conversion Recovery
MEDP
Sep 3, 2026
[LMAT] LeMaitre Vascular Thesis 2026: Niche Vascular Surgical Device Compounder
LMAT
Sep 3, 2026
PRAX Praxis Precision Medicines Thesis 2026: Ulixacaltamide Essential Tremor Drives Epilepsy Ion Channel Pipeline Inflection
PRAX
Sep 3, 2026
[HRB] H&R Block Thesis 2026: A Tax-Preparation Compounder Rides Emerging-DIY-Tax and AI-Tax
HRB
Sep 3, 2026
[PM] Philip Morris International Thesis 2026: Smoke-Free Conversion Inflection Tests Multi-Product Platform
PM

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