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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
[RNR] RenaissanceRe Thesis 2026: Book Value Surge and Record Buyback Signal Reinsurance Cycle Peak
RNR
Sep 3, 2026
[MSCI] MSCI Inc Thesis 2026: Index Subscription Compounds Through ESG and Private Markets Expansion
MSCI
Sep 3, 2026
[NICE] NICE Ltd. Thesis 2026: CXone AI Monetization Tests Proprietary Dataset Moat
NICE
Sep 3, 2026
[LQDA] Liquidia Advances Biotech Franchise Through Yutrepia And PAH Inhaled Therapies
LQDA
Sep 3, 2026
[TAK] Takeda Pharmaceutical Compounds Global Biopharma Through Post-Shire Deleveraging And Pipeline Launches
TAK
Sep 3, 2026
[BWA] BorgWarner Thesis 2026: Propulsion Cycle Drives e-Mobility Backlog Conversion
BWA
Sep 3, 2026
CPF: FY25 Deep Dive
CPF

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