Publications
Publications
A publicly available library of student-produced equity research notes and macro publications: sell-side coverage across TMT, HCLS, PUI and C&R, plus cross-asset macro research. Browse our latest below.

★ PinnedEquity Research1 September 2026
Comfort Systems USA
SELL, PT $874
Authors · Simon McClellan, Tess Maliepaard
Download Report All Publications

Equity Research
4 November 2026
Comfort Systems: Getting Too Comfortable
Simon Mcclellan, Tess MaliepaardDownload

Equity Research
3 November 2026
Backcock
Christopher Luedecke, Gaia Bruno, Veronika KulakDownload

Equity Research
27 October 2026
Lockheed Martin
Simon Mcclellan, Tess Maliepaard, Thomas Quarles van Ufford, Tom PasteuningDownload

Equity Research
17 September 2026
Arista Networks
Aamir Kapasi, Rami El Haddad, Lara Lorenza Hermanto, Danendra PratamaDownload

Equity Research
1 June 2026
Ambea AB
Linus Seuster, Davide Cancian, Christopher Luedecke, Lara HermantoDownload

Equity Research
31 May 2026
Fraport AG
Junho Son, Aidan Khoe, Patryk Drab-Grotowski Download

Equity Research
31 May 2026
Repligen
Bazyli Pospiszyl, Amaris Vreshta, Sergio Mellé, Alberto-Erin FătulDownload

Equity Research
20 May 2026
Exelon
Khoi Dang, Charlotte Liu, Leon Perkmann, Owen EldridgeDownload

Equity Research
30 April 2026
United Rentals
Manuel Braun, Clement Chang, Kush GuptaDownload

Equity Research
1 April 2026
Terna S.p.A
Junho Son, Simon McClellan, Anvi Agrawal, Aidan Khoe Download
Showing 1–10 of 40 publications
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Research before the market does.