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Published research · Complete archive2026 · 3965 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
[ADC] Agree Realty Thesis 2026: Net Lease Retail REIT Drives Investment-Grade Tenant Capital Return
ADC
Sep 3, 2026
ATEN: FY25 Deep Dive
ATEN
Sep 3, 2026
[MTCH] Match Group Thesis 2026: Hinge Acceleration Tests Tinder Stagnation and Apple App Store Reform
MTCH
Sep 3, 2026
[CE] Celanese Thesis 2026: Acetyl Chain DuPont M&M Drives Engineered Materials Capital Return
CE
Sep 3, 2026
TTI: FY25 Deep Dive
TTI
Sep 3, 2026
[PRGS] Progress Software Thesis 2026: An App-Dev + Data-Management + DevOps Compounder
PRGS
Sep 3, 2026
[PCTY] Paylocity Holding Thesis 2026: A Modern HCM Platform Takes Share While Float Income and Margins Compound
PCTY

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