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Published research · Complete archive2026 · 3078 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

[PRGS] Progress Software Thesis 2026: An App-Dev + Data-Management + DevOps Compounder

Sep 3, 2026

[PCTY] Paylocity Holding Thesis 2026: A Modern HCM Platform Takes Share While Float Income and Margins Compound

Sep 3, 2026

[MYRG] MYR Group Thesis 2026: Grid + Data Center Supercycle Drives Margin Expansion

Sep 3, 2026

[EQT] EQT Thesis 2026: Equitrans Acquisition Doubles Scale, Transforms Into Integrated Gas Company

Sep 3, 2026

[EME] EMCOR Group Thesis 2026: Record Revenue Year as Electrical Construction Demand Compounds

Sep 3, 2026

[MAIN] Main Street Capital Thesis 2026: A Premium Internally-Managed BDC Compounds Through Lower-Middle-Market Lending And Equity Stakes

Sep 3, 2026

MDXG: FY25 Deep Dive

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