Find research, discussions, posts, companies, and topics.
Search uses Goglides API results from the projection-backed discovery index. Private, draft, hidden, unpublished, and admin-only content stays out of public results.
ADAM's Q1 2026 numbers make the rebrand worth a serious look: EAD covered the dividend, book value rose, and Constructive added origination muscle. The catch is that mortgage REIT math still runs through leverage, repo funding, securitization access, and book-
AGNC is a leveraged Agency MBS mortgage REIT. Q1 2026 spread income covered the common dividend, but tangible book value fell and the common equity remains tied to mortgage spreads, repo funding, hedge performance and leverage.