Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Western Digital Competitors: WDC Peers 2026

Explore Western Digital's main competitors like Seagate and NetApp in the 2026 data storage market.

Altria Group (MO) faces competition from Turning Point Brands and 22nd Century Group in the 2026 U.S. tobacco sector.

Explore 2026's largest real estate M&A deals, including Simon Property Group, Starwood, and Rithm Capital acquisitions.

Major utilities M&A in 2026: Constellation Energy (CEG) acquires Calpine for $22B. See all key deals and trends in the utilities sector.

Major Consumer Cyclical M&A in 2026: Home Depot ($HD), Amcor ($AMCR), and DICK'S Sporting Goods ($DKS) lead billion-dollar acquisitions.

Primer on the biotechnology industry.

Industry primer of the airline industry, including revenue models, fleet strategies, value chain, and strategic positioning.

Explore how Anheuser-Busch InBev (BUD) stacks up against Boston Beer, Molson Coors, and Constellation Brands in 2026.

Eaton Corp (ETN) leads power management, competing with Emerson, Parker-Hannifin, and Honeywell. See how ETN compares in 2026.