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Published research · Complete archive2026 · 4005 notes

Archive

Every published research note and standalone analysis, collected in one place and linked to its underlying sources.

Sep 3, 2026

[BGC] BGC Group Thesis 2026: An Inter-Dealer Brokerage Builds The FMX Futures Exchange To Take Treasury Volume From CME

Sep 3, 2026

[ETSY] Etsy Thesis 2026: Take-Rate Monetization Offsets Soft GMS While Buybacks Shrink the Share Count

Sep 3, 2026

[TEVA] Teva Pharmaceutical Thesis 2026: Austedo Becomes Growth Engine as Turnaround Matures

Sep 3, 2026

[FROG] JFrog Thesis 2026: Artifactory Becomes the System of Record for the Software Supply Chain

Sep 3, 2026

FPI: FY25 Deep Dive

Sep 3, 2026

[AYI] Acuity Brands Thesis 2026: Lighting-Solutions + Distech + Intelligent-Spaces Compounder

Sep 3, 2026

BTSGU: FY25 Deep Dive

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