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Published research · Complete archive2026 · 4005 notes

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Sep 3, 2026
[NSA] National Storage Affiliates Thesis 2026: Self Storage REIT PRO Internalization Compounder
NSA
Sep 3, 2026
[KBH] KB Home Compounds Homebuilding Franchise Through Buyer Segments And Housing Cycle
KBH
Sep 3, 2026
[FRSH] Freshworks Thesis 2026: Customer-Engagement-and-IT-Service-Management Mid-Market SaaS Compounder
FRSH
Sep 3, 2026
[MTZ] MasTec Thesis 2026: Backlog Surge Positions Infrastructure Builder for Revenue Acceleration
MTZ
Sep 3, 2026
[MFG] Mizuho Financial Compounds Japanese Megabank Through Rate Normalization And Greenhill Integration
MFG
Sep 3, 2026
[AMGN] Amgen Thesis 2026: Core Portfolio Grows While Buyback Program Pauses
AMGN
Sep 3, 2026
CPSH: FY25 Deep Dive
CPSH

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