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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
[WBS] Webster Financial Thesis 2026: Northeast Regional Bank Drives HSA Bank Capital Return
WBS
Sep 3, 2026
[EQH] Equitable Holdings Thesis 2026: Annuity Spread Cycle Drives AllianceBernstein Capital Return
EQHAB
Sep 3, 2026
[MS] Morgan Stanley Thesis 2026: Wealth Management Margin Expansion + IB Recovery Test Diversified Bank Model
MS
Sep 3, 2026
[PAHC] Phibro Animal Health Thesis 2026: Animal Health Nutritional Specialty Compounder
PAHC
Sep 3, 2026
[PHG] Philips Thesis 2026: Diagnostic Imaging Recovery Drives Post-Respironics Margin Expansion
PHG
Sep 3, 2026
[IHG] InterContinental Hotels Compounds Asset-Light Hotel Franchise Through Travel Demand And Pipeline
IHG
Sep 3, 2026
[FAST] Fastenal Thesis 2026: Onsite + Vending + FMI Digital Channel Expansion + 26-Year Dividend Aristocrat Anchor Industrial Distribution Through Manufacturing Cycle
FAST

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