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Published research · Complete archive2026 · 3626 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
AWRE: FY25 Deep Dive
AWRE
Sep 3, 2026
[TFPM] Triple Flag Precious Metals Thesis 2026: Streaming Royalty Margins Compound on Gold Silver Price
TFPM
Sep 3, 2026
[LGND] Ligand Pharmaceuticals Compounds Royalty Franchise Through Licensing Platform And Partner Programs
LGND
Sep 3, 2026
[NBIX] Neurocrine Biosciences Thesis 2026: Ingrezza Franchise Drives CRENESSITY Pediatric Launch
NBIX
Sep 3, 2026
[WDAY] Workday Thesis 2026: AI Roadmap and Cost Discipline Test Cloud HCM Growth Premium
WDAY
Sep 3, 2026
[DDOG] Datadog Thesis 2026: GenAI Observability Drives Platform Land and Expand Compounding
DDOG
Sep 3, 2026
[AMP] Ameriprise Financial Thesis 2026: Wealth Management Cash Sweep Tests Fed Cut Cycle
AMP

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