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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
[LMND] Lemonade Thesis 2026: An AI-Native Insurtech Compounds Through Multi-Line Adoption and Loss-Ratio Improvement
LMND
Sep 3, 2026
[GFS] GlobalFoundries Thesis 2026: Specialty Foundry Demand Tests Automotive IoT Recovery
GFS
Sep 3, 2026
[JNJ] Johnson & Johnson Thesis 2026: Pharma Pipeline Offsets Stelara as MedTech Cardiovascular Scales
JNJ
Sep 3, 2026
[ITUB] Itau Unibanco Thesis 2026: Brazil Retail Banking Drives Post-Selic Margin Expansion
ITUB
Sep 3, 2026
[SYY] Sysco Thesis 2026: International Operating Income Leads Group Toward Sales Target
SYY
Sep 3, 2026
[CWEN] Clearway Energy Compounds Power Franchise Through Contracted Cash Flow And Drop-Down Pipeline
CWEN
Sep 3, 2026
[BALL] Ball Corporation Thesis 2026: Aluminum Can Volume Recovery Tests Beverage Mix Defense
BALL

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