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Published research · Complete archive2026 · 3155 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
[FROG] JFrog Thesis 2026: Artifactory Becomes the System of Record for the Software Supply Chain
FROG
Sep 3, 2026
FPI: FY25 Deep Dive
FPI
Sep 3, 2026
[AYI] Acuity Brands Thesis 2026: Lighting-Solutions + Distech + Intelligent-Spaces Compounder
AYI
Sep 3, 2026
BTSGU: FY25 Deep Dive
BTSGUBTSG
Sep 3, 2026
[GMS] GMS Thesis 2026: A Wallboard + Ceiling + Steel-Framing Building-Products Compounder
GMS
Sep 3, 2026
[PAY] Paymentus Holdings Thesis 2026: A SaaS-Electronic-Bill-Payment Compounder Rides Instant-Payment
PAY
Sep 3, 2026
[J] Jacobs Solutions Thesis 2026: Infrastructure Pure-Play Pivot Tests CHIPS and IRA Tailwinds
J

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