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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
Does Twilio or Amazon Connect pose a bigger substitution threat to Five9 and NICE than each other?
TWLOAMZNFIVNNICE
Mar 12, 2026
Can Five9's agentic AI close the margin gap with NICE, or does scale win in CCaaS?
FIVNNICE
Mar 12, 2026
At what scale does ICE's ETF Hub become a winner-take-most platform — and is it approaching that threshold?
ICEBKSTTNTRSBRSSNC
Mar 12, 2026
Which ETF issuers benefit most from custody fee compression as servicing competition intensifies?
BLKIVZNTRSSTTBK
Mar 12, 2026
Does Northern Trust joining ICE ETF Hub threaten BNY Mellon's ETF servicing share or validate the platform?
ICEBKNTRSSTT
Mar 12, 2026
Which KMX cost lines are most vulnerable to cuts — and where does cutting risk the customer experience?
KMX
Mar 12, 2026
Is CarMax's $150M SG&A target enough to close the margin gap with AutoNation and Lithia?
KMXANLADGPI

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