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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

[FR] First Industrial Realty Thesis 2026: Tier 1 Coastal Markets Drive Industrial Same-Store NOI Capital Return

Sep 3, 2026

[MUFG] Mitsubishi UFJ Compounds Japanese Megabank Through Rate Normalization And Morgan Stanley Partnership

Sep 3, 2026

[CRSP] CRISPR Therapeutics Thesis 2026: A CRISPR-Cas9 Gene-Editing Pioneer Scales Casgevy Royalty While Pipeline Validates In Vivo Applications

Sep 3, 2026

[TSCO] Tractor Supply Thesis 2026: Rural Lifestyle Customer Base Defends Comp Sales Through Cycle

Sep 3, 2026

[HNGE] Hinge Health Thesis 2026: A Digital-MSK-Care Compounder Rides Employer-Health Adoption

Sep 3, 2026

[CNO] CNO Financial Thesis 2026: A Middle-Income Senior-Insurance Compounder Rides Medicare and Annuity Demand

Sep 3, 2026

WNEB: FY25 Deep Dive

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