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Published research · Complete archive2026 · 3396 notes

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

Mar 11, 2026
Can Northern Trust's ICE ETF Hub Partnership Structurally Erode BNY and State Street's Pricing Power?
BKSTTNTRSICE
Mar 11, 2026
Which Emerging ETF Issuers Are Most Likely to Switch Custodians as Northern Trust Offers a Credible Alternative?
NTRSBKSTTIVZBLKSCHW
Mar 11, 2026
What Does $150M in KMX SG&A Exits Imply for Headcount, Technology Spend, and Store Footprint?
KMX
Mar 11, 2026
Is CarMax's $150M SG&A Savings Target Achievable Without Sacrificing the Omnichannel Investment Thesis?
KMXCVNAVROOM
Mar 11, 2026
Can Keith Barr's First Strategic Roadmap Reverse CarMax's Three-Year GPU Compression?
KMXCVNA
Mar 11, 2026
Which Digital Retail and Financing Investments Will Keith Barr Prioritize to Close the Gap with Carvana?
KMXCVNAALLY
Mar 11, 2026
If Starboard Wins Board Seats at CarMax, Which Operational Levers Gets Pulled First?
KMXANLAD

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