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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's New CEO Inherits a $6B Market Cap and a 2.5% Operating Margin — Here's What Has to Change

Mar 12, 2026

Northern Trust Joins ICE ETF Hub: What It Means for the $10T ETF Back-Office Battle

ICE BK STT NTRS BR

Mar 12, 2026

Five9 vs. NICE: Why the 8x Margin Gap Tells the Real AI Contact Center Story

Mar 12, 2026

Does ICE's ETF Hub give it pricing power over the custodians it connects — and how much margin is at risk?

ICE BK STT NTRS

Mar 12, 2026

How much ETF AUA does each custody giant need to add to justify current valuations?

Mar 12, 2026

BNY up 45%, State Street up 47%, Northern Trust up 43% in 12 months — which custody stock still has room to run?

Mar 12, 2026

Which enterprise verticals are switching CCaaS vendors fastest — and does Five9 or NICE win those deals?

FIVN NICE TWLO AMZN

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