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Published research · Complete archive2026 · 3068 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
[USFD] US Foods Thesis 2026: Independent Restaurant Volume Drives Foodservice Distribution Growth
USFD
Sep 3, 2026
[GHC] Graham Holdings Thesis 2026: A Diversified Family-Controlled Holding Compounds Through Kaplan Education And TV Broadcasting Cash Flows
GHC
Sep 3, 2026
[IMCR] Immunovant Thesis 2026: IMVT-1402 Albumin-Neutral FcRn Advances Toward MG Pivotal Data
IMCRARGX
Sep 3, 2026
[A] Agilent Technologies Thesis 2026: McDonnell Reset Tests Biotech Funding Recovery
A
Sep 3, 2026
[SYF] Synchrony Financial Thesis 2026: Post-COVID Credit Reset Unlocks $9 EPS
SYF
Sep 3, 2026
MSEX: FY25 Deep Dive
MSEX
Sep 3, 2026
[WBD] Warner Bros. Discovery Thesis 2026: 2026 Strategic Separation Tests Streaming Studios Pure-Play Pivot
WBD

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