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Published research · Complete archive2026 · 3380 notes

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Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Mar 12, 2026
CarMax Proxy Fight: Starboard's Shareholder Math and the Case for Operational Urgency
KMX
Mar 12, 2026
CarMax's $150M Cost-Out Program: Progress Scorecard and What Remains to Execute by FY2027
KMX
Mar 12, 2026
Northern Trust's ETF Custody Play: Why a $10T+ Market Is Finally Getting a Third Competitor
NTRSBKSTTICE
Mar 12, 2026
The 2027 CCaaS AI Inflection: Ranking NICE, Five9, and Verint on Agent Monetization Readiness
NICEFIVNVRNT
Mar 12, 2026
ETF Custody Fee War: How the Three-Way Race Reshapes the Margin Math for BNY, STT, and NTRS
BKSTTNTRS
Mar 12, 2026
AI Agents vs. Human Contact Centers: Mapping the Winners and Losers Across a $500B Market
NICEFIVNCRMCNXCTTEC
Mar 12, 2026
Starboard vs. CarMax: Why the Proxy Fight's Timing Collision with New CEO Keith Barr Matters
KMX

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