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Published research · Complete archive2026 · 3031 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

FNWD: FY25 Deep Dive

Sep 3, 2026

[VFS] VinFast Auto Builds Vietnamese Electric Vehicle Franchise Through Production Ramp And Export Markets

Sep 3, 2026

[PHM] PulteGroup Thesis 2026: Del Webb Demographics Anchor Rate-Pressured Housing Cycle

Sep 3, 2026

[ANDG] Andersen Group Compounds Consumer Franchise Through Operating Portfolio And Discretionary Demand

Sep 3, 2026

[WTFC] Wintrust Financial Thesis 2026: Chicago Regional Bank Drives Wealth Management Capital Return

Sep 3, 2026

[LULU] Lululemon Athletica Thesis 2026: Women's Product Reset + International Expansion + Men's Growth Test Brand Premium Through Athleisure Competitive Intensity

Sep 3, 2026

[DXCM] Dexcom Thesis 2026: G7 Fifteen-Day Sensor Drives Continued CGM Market Expansion

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