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Published research · Complete archive2026 · 3036 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

[AIZ] Assurant Thesis 2026: Device Protection Growth Tests Lender-Placed Cycle Normalization

Sep 3, 2026

[PBPB] Potbelly Corporation Thesis 2026: Sandwich Fast Casual Franchise Conversion Compounder

Sep 3, 2026

[PFE] Pfizer Thesis 2026: Seagen Integration + Cost Program Test Post-LOE Pipeline Conversion

Sep 3, 2026

[ACIW] ACI Worldwide Thesis 2026: A Real-Time-Payments Software Compounder Rides ISO 20022 + Biller Demand

Sep 3, 2026

[TRI] Thomson Reuters Thesis 2026: AI-Powered Westlaw Drives Legal Research Automation

Sep 3, 2026

[FI] Fiserv Thesis 2026: Clover SMB Acquiring Drives Merchant Solutions Compounding

Sep 3, 2026

[VSEC] VSE Corporation Thesis 2026: An Aviation-Aftermarket + Distribution + Fleet-MRO Compounder

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