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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
[LHX] L3Harris Technologies Thesis 2026: Missile Spinoff Planned, Defense Guidance Raised
LHX
Sep 3, 2026
[COF] Capital One Financial Thesis 2026: Discover Acquisition Closure Reshapes Card Issuer Scale
COF
Sep 3, 2026
CAC: FY25 Deep Dive
CAC
Sep 3, 2026
RM: FY25 Deep Dive
RM
Sep 3, 2026
[SQM] SQM Compounds Lithium And Specialty Chemicals Franchise Through Price Cycle And Production Expansion
SQM
Sep 3, 2026
[GEV] GE Vernova Thesis 2026: Power Gas Turbine Cycle Drives Post-GE Spin Energy Technology
GEV
Sep 3, 2026
[HG] Hamilton Insurance Compounds Specialty Franchise Through Multi Line Underwriting And Reinsurance
HG

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