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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
[SNEX] StoneX Group Thesis 2026: Multi-Asset Brokerage Drives Global Risk Management Capital Return
SNEX
Sep 3, 2026
[MP] MP Materials Thesis 2026: Mountain Pass Cycle Drives Rare Earth Magnet Vertical Integration
MP
Sep 3, 2026
[ROST] Ross Stores Thesis 2026: Off-Price Treasure Hunt Compounds Through Trade-Down Cycle
ROST
Sep 3, 2026
[FIS] Fiserv Thesis 2026: Clover Reaches Scale While Banking Platform Compounds
FIS
Sep 3, 2026
CTO: FY25 Deep Dive
CTO
Sep 3, 2026
[AGX] Argan Compounds Power Construction Franchise Through Power Demand And Project Backlog
AGX
Sep 3, 2026
[CEG] Constellation Energy Thesis 2026: Calpine Acquisition Closing + Three Mile Island Restart + Hyperscaler PPAs Anchor Largest US Nuclear + Natural Gas Combined Platform
CEG

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