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Published research · Complete archive2026 · 3087 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

[BRX] Brixmor Property Group Thesis 2026: Open-Air Shopping Center REIT Drives Grocery-Anchored Capital Return

Sep 3, 2026

[WST] West Pharmaceutical Thesis 2026: GLP-1 Device Wave Opens the $8 EPS Path

Sep 3, 2026

[EXP] Eagle Materials Compounds Building Materials Franchise Through Cement And Wallboard

Sep 3, 2026

[SLG] SL Green Compounds Manhattan Office Franchise Through Commercial Landlord Position And CRE Cycle

Sep 3, 2026

[UTZ] Utz Brands Thesis 2026: A Salty-Snack-Food + Better-for-You Compounder

Sep 3, 2026

[PWP] Perella Weinberg Compounds Independent Strategic Advisory Through Senior Banker Adds

Sep 3, 2026

[NOG] Northern Oil and Gas Thesis 2026: Non Operated Working Interest Bakken Permian Marcellus Compounder

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