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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
[ASX] ASE Technology Thesis 2026: Advanced Packaging Doubles as Leading-Edge Demand Arrives
ASX
Sep 3, 2026
[DPZ] Domino's Pizza Thesis 2026: Hungry For More Tests Comparable Sales and International Unit Growth
DPZ
Sep 3, 2026
[ULTA] Ulta Beauty Thesis 2026: Loyalty Moat Tested as Sephora Competition Intensifies
ULTA
Sep 3, 2026
FINW: FY25 Deep Dive
FINW
Sep 3, 2026
[MGY] Magnolia Oil & Gas Thesis 2026: A South-Texas E&P Compounds From Giddings Growth and a Cash-Rich Balance Sheet
MGY
Sep 3, 2026
ECX: FY25 Deep Dive
ECX
Sep 3, 2026
[ASR] Grupo Aeroportuario del Sureste Thesis 2026: Cancún Airport Concession Drives Tourist Traffic Capital Return
ASR

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