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Published research · Complete archive2026 · 3078 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

[COHR] Coherent Thesis 2026: Datacomm Transceiver Surge Makes AI the Core Revenue Driver

Sep 3, 2026

[FRO] Frontline Compounds Tanker Franchise Through Rate Cycle And Fleet Modernization

Sep 3, 2026

[STN] Stantec Compounds Infrastructure And Environmental Consulting Through Demand And Backlog

Sep 3, 2026

[PATH] UiPath Compounds Automation Franchise Through Agentic AI And Platform Expansion

Sep 3, 2026

[RITM] Rithm Capital Thesis 2026: A Diversified Asset Manager Pairs a Mortgage Engine With Sculptor Alternatives

Sep 3, 2026

[STLA] Stellantis Thesis 2026: North America Shipment Recovery Frames Path Back to Profitability

Sep 3, 2026

[WF] Woori Financial Group Thesis 2026: Korean NIM Cycle Tests Capital Return Acceleration

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