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Published research · Complete archive2026 · 3177 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

[QLYS] Qualys Compounds Cybersecurity Franchise Through Cloud Platform And Compliance Adoption

Sep 3, 2026

[TD] Toronto-Dominion Compounds Canadian Banking Through US AML Remediation And Schwab Stake Monetization

Sep 3, 2026

[BSX] Boston Scientific Thesis 2026: FARAPULSE PFA Defense + Watchman Compounding Anchor Industry-Leading Growth

Sep 3, 2026

[ROP] Roper Technologies Thesis 2026: Post-Indicor SaaS Pure-Play Refocus + Vertical Software M&A Pipeline + 31-Year Dividend Aristocrat Anchor Recurring Revenue Compounding

Sep 3, 2026

[IESC] IES Holdings Thesis 2026: Datacenter Electrical Contractor Cycle Drives Margin Expansion

Sep 3, 2026

[NP] Neenah Mativ Holdings Thesis 2026: Specialty Paper Performance Materials Filtration Compounder

Sep 3, 2026

SNCY: FY25 Deep Dive

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