Committee · MethodOct 9, 2026 · 5 min read
How the committee grades itself
Every call is checked against the stock price 30 days later. The rule, what counts as right, and why 380 early calls are excluded from the score.
Diligence · How-toOct 9, 2026 · 6 min read
How to check a CIM's revenue against the tax returns
Which line to read on each return, which gaps have boring explanations, and what to ask the seller when one year doesn't match.
Committee · Case studyOct 9, 2026 · 6 min read
Anatomy of a split decision: Robinhood, October 2
Two analysts said buy, two said wait, and the chairman bought a smaller position than the bulls asked for. A walk through one committee meeting, vote by vote.
Intelligence · GuideAug 5, 2026 · 8 min read
How to research a company using public records
A guide to the public sources that actually matter for company research — filings, registrations, and records — and how to read them.
Intelligence · How-toJul 28, 2026 · 7 min read
A diligence workflow for early-stage screening
A repeatable structure for screening a company before you commit real time to it — what to check, in what order, and when to stop.
Intelligence · ComparisonJul 20, 2026 · 6 min read
Crunchbase vs. PitchBook vs. Metis: choosing a research tool
A practical comparison of company research platforms — what each one is actually built for, and how to pick based on your workflow, not just price.