Institutional intelligence.
Sourced to the filing.
Sourced directly from regulatory filings. Decisive in its conclusions.
Institutional intelligence. Sourced to the filing.
We take positions, cite every claim, and show our work. The bull case, the bear case, and our conclusion — with evidence sourced to the filing.
Comprehensive deep analysis
From Executive Summary through Thesis Tracker — sector-adaptive coverage tailored to every company.
Every claim cited
Every claim traces to SEC filings, earnings transcripts, or research sources — ranked by a 5-tier credibility hierarchy. No unsourced claims.
Decisive conclusions
We take positions. No hedging, no "remains to be seen" — just clear, evidence-backed analysis.
Example: Revenue Growth Analysis
"Apple's revenue grew 8% YoY in FY2024, driven primarily by Services revenue (up 16%) and iPhone sales (up 6%). Geographic diversification improved, with Greater China revenue recovering 12% after previous year's decline."
[Source: 10-K FY2024, p. 23]