Research notes for people who do the work
Data studies, methodology, and the craft of covering more names, faster. Peer-analyst, no hype.
Featured · ScreenersThe best AI stock screeners in 2026 (and what "AI" actually means)
"AI stock screener" is doing a lot of work in 2026 marketing. Almost all of them score stocks from structured numbers. Very few read the actual filings or transcripts. Here is how to tell them apart.
Read the postThe 5 best stock screeners in 2026 (and where each one wins)
There is no single best screener - only the best one for a job. A fair look at the five that lead in 2026, what each is genuinely good at, and the one thing none of them do.
Read Reading filingsHow to compare 10-K risk factors year over year
A risk factor is only interesting against last year's. How to diff Item 1A year over year to find the new, removed, and quietly reworded risks - and separate real signal from boilerplate churn.
Read ScreeningCluster insider buying: the signal single-buy screeners miss
A lone insider purchase tells you little. A cluster - multiple insiders buying on the open market in a short window - is a different and more durable signal. What counts as a real cluster, and how to find them at scale.
Read ScreeningWhy your backtested screen beats the market but loses live
The gap between a great backtest and a disappointing live result is usually three culprits: look-ahead bias, survivorship bias, and overfitting. How each one inflates your backtest, and how to build a screen that survives contact with the market.
Read The analyst's craftWhich AI is best for equity research?
The honest answer is 'it depends on the job.' A comparison of the frontier assistants for reading filings and earnings calls - and the point where a chat window stops being the right tool.
Read Reading filingsHow to screen a 10-K for red flags
Red flags in a 10-K are rarely in the headline numbers. A section-by-section checklist for what to actually read, and how to turn it into a repeatable screen across every name you cover.
Read ReferenceForm 4 transaction codes, explained
The full list of Form 4 transaction codes, in plain language - plus the part that actually matters: which codes are a real open-market buy and which are grants, tax withholding, or gifts dressed up as activity.
Read The analyst's craftFinBERT vs Loughran-McDonald vs LLMs: which financial sentiment engine should you use?
The three ways to score sentiment on filings and earnings calls, compared on the axes that actually matter to an analyst: context handling, transparency, cost, and scale.
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