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
[PPG] PPG Industries Thesis 2026: Aerospace Sets Record While Cost Program Protects MarginsSep 3, 2026
[LTM] LATAM Airlines Thesis 2026: Latin America Capacity Cycle Drives Post-Chapter 11 ROIC RecoverySep 3, 2026
[NWG] NatWest Group Thesis 2026: Customer Growth and Evelyn Acquisition Drive Return Above TargetSep 3, 2026
[ZBH] Zimmer Biomet Thesis 2026: Five Consecutive Years of Mid-Single-Digit Organic GrowthSep 3, 2026
[ITW] Illinois Tool Works Thesis 2026: Margin Excellence Continues Through Decentralized Model