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Published research · Complete archive2026 · 3128 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
[KRC] Kilroy Realty Thesis 2026: A West-Coast-Office-and-Life-Science-REIT Compounder Rides AI-Tech Re-Acceleration
KRC
Sep 3, 2026
[ZS] Zscaler Compounds Zero-Trust Security Platform Through Adoption And AI Security
ZS
Sep 3, 2026
EPRT Essential Properties Realty Trust Thesis 2026: Middle Market Net Lease Drives Sale Leaseback Origination Capital Return
EPRT
Sep 3, 2026
[GPC] Genuine Parts Thesis 2026: NAPA and Motion Industries Cycle Through DIFM and Industrial Mix
GPC
Sep 3, 2026
[KRG] Kite Realty Group Thesis 2026: A Sun-Belt-Heavy Open-Air Shopping Center REIT Compounds Through Grocery-Anchored Foot Traffic
KRG
Sep 3, 2026
[MRNA] Moderna Thesis 2026: mResvia Launch Broadens Portfolio Beyond COVID Revenue Dependency
MRNA
Sep 3, 2026
[NET] Cloudflare Thesis 2026: Workers AI Drives Edge Compute Platform Monetization
NET

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