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Published research · Complete archive2026 · 3145 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

[DDOG] Datadog Thesis 2026: GenAI Observability Drives Platform Land and Expand Compounding

Sep 3, 2026

[AMP] Ameriprise Financial Thesis 2026: Wealth Management Cash Sweep Tests Fed Cut Cycle

Sep 3, 2026

[PKG] Packaging Corp Thesis 2026: Greif Deal Builds Scale and Starts Delever

Sep 3, 2026

[ESNT] Essent Group Compounds Mortgage Insurance Franchise Through Insurance In Force And Credit

Sep 3, 2026

[EQR] Equity Residential Thesis 2026: Coastal Market Focus Delivers Steady FFO Per Share Growth

Sep 3, 2026

[FIBK] First Interstate BancSystem Thesis 2026: Mountain-West + Pacific-Northwest Community-Bank Compounder

Sep 3, 2026

APOS: FY25 Deep Dive

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