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Published research · Complete archive2026 · 3636 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

[COMP] Compass Inc. Thesis 2026: A Tech-Enabled Real-Estate Brokerage Compounds Through Agent-Growth and AI-Brokerage

Sep 3, 2026

[DINO] HF Sinclair Thesis 2026: Refining Crack Spread Cycle Drives Renewable Diesel Capital Return

Sep 3, 2026

[NSA] National Storage Affiliates Thesis 2026: Self Storage REIT PRO Internalization Compounder

Sep 3, 2026

[KBH] KB Home Compounds Homebuilding Franchise Through Buyer Segments And Housing Cycle

Sep 3, 2026

[FRSH] Freshworks Thesis 2026: Customer-Engagement-and-IT-Service-Management Mid-Market SaaS Compounder

Sep 3, 2026

[MTZ] MasTec Thesis 2026: Backlog Surge Positions Infrastructure Builder for Revenue Acceleration

Sep 3, 2026

[MFG] Mizuho Financial Compounds Japanese Megabank Through Rate Normalization And Greenhill Integration

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