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Published research · Complete archive2026 · 3083 notes

Archive

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

Sep 3, 2026

[SNY] Sanofi Thesis 2026: Dupixent Franchise Drives Post-Consumer Health Spinoff Cycle

Sep 3, 2026

[MTG] MGIC Investment Thesis 2026: A Private Mortgage Insurer Earns High Returns From a Benign Credit Cycle

Sep 3, 2026

[CAE] CAE Compounds Training Franchise Through Civil Aviation Recovery And Defence Backlog

Sep 3, 2026

[BTI] British American Tobacco Compounds Combustibles Cash Through New Categories Profitability

Sep 3, 2026

[SNAP] Snap Inc. Thesis 2026: Snapchat+ Subscription Drives Direct-Response Ad Recovery

Sep 3, 2026

[BAC] Bank of America Thesis 2026: NII Stability + Capital Return Acceleration vs. CRE Office Tail Risk

Sep 3, 2026

[DOW] Dow Inc. Thesis 2026: Polyethylene Cycle Bottoming + Selective Capacity Rationalization + US Shale Gas Feedstock Advantage Anchor Dividend Continuity

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