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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
[ACN] Accenture Thesis 2026: GenAI Bookings Ramp Tests IT Consulting Demand Recovery
ACN
Sep 3, 2026
[PLMR] Palomar Compounds Specialty Earthquake And Catastrophe Premiums Through Reinsurance Cycle
PLMR
Sep 3, 2026
DK: FY25 Deep Dive
DK
Sep 3, 2026
[SHG] Shinhan Financial Compounds Korean Banking Through Rate Cycle And Capital Return Expansion
SHG
Sep 3, 2026
[CSAN] Cosan Compounds Energy Franchise Through Diversified Portfolio And Brazilian Infrastructure
CSAN
Sep 3, 2026
[RSI] Rush Street Interactive Thesis 2026: iCasino-Heavy Online Mix Drives Adjusted EBITDA Inflection
RSI
Sep 3, 2026
[O] Realty Income Thesis 2026: Spirit Realty Integration Year + Monthly Dividend Aristocrat Tests Acquisition Pacing After Cap Rate Recalibration
O

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