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Published research · Complete archive2026 · 3189 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
[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
Sep 3, 2026
[IQV] IQVIA Thesis 2026: Clinical Trial Backlog Anchors Multi-Year Revenue Visibility
IQV
Sep 3, 2026
[BHE] Benchmark Electronics Thesis 2026: Specialized EMS Compounder With Aerospace + Medical-Tech + Semi-Capital Tailwind
BHE
Sep 3, 2026
[GRAB] Grab Holdings Thesis 2026: Southeast Asia Mobility Cycle Drives Financial Services Profitability
GRAB
Sep 3, 2026
[CRUS] Cirrus Logic Thesis 2026: Apple Audio Mixed-Signal Drives Smart Codec Capital Return
CRUSAAPL
Sep 3, 2026
[HIW] Highwoods Properties Thesis 2026: Sun-Belt Class-A Office REIT Compounder
HIW

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