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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

[INGM] Ingram Micro Holding Thesis 2026: Global IT Distribution Scale Plus Xvantage Platform Margin Mix

Sep 3, 2026

[BIIB] Biogen Thesis 2026: New Growth Portfolio Offsets Accelerating Multiple Sclerosis Decline

Sep 3, 2026

[IAC] IAC Compounds Internet Franchise Through Brand Portfolio And Spin Off Architecture

Sep 3, 2026

[EVRG] Evergy Thesis 2026: Kansas Data Center Wins Drive Industrial Load Growth

Sep 3, 2026

[EWBC] East West Bancorp Thesis 2026: US-China Cross-Border Franchise Drives NIM Stability

Sep 3, 2026

[GLW] Corning Thesis 2026: Hyperscaler Fiber Demand Reignites Optical Segment

Sep 3, 2026

[KNF] Knife River Thesis 2026: A Northern-And-Western US Aggregates Pure-Play Compounds Through IIJA Infrastructure Demand And Construction-Materials M&A

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