What was filed overnight on the companies we cover, and the sentence it came from.
From the next release we publish one every morning on a handful of public companies, from primary sources only. No login. Every figure names its source and the date it was known.
Sixty seconds
One filing, followed to the decision it produced.
The film below is the chain the terminal runs on a reader's own book: the filing lands, the fact is compiled with the sentence it came from, the model cell changes, the assumption moves, the exposure is recomputed, and the decision is written down. Every company in it is invented, because a page about provenance should not carry made-up numbers next to a real name.
The format
What every brief contains.
What a brief carries for each company, and nothing in it that cannot be traced.
Event
The filing or the exchange announcement, linked to the primary source.
What changed
The sentence it came from, quoted, with the character span in the document.
Model
The cell it lands in and the number it ends at, each with its previous value.
Thesis
The assumption that depends on those cells, and whether it broke or is heading for its bound.
Portfolio
The share of the book this position reaches, once what moves with it is counted.
Abstentions
Where the evidence was insufficient, the brief says so rather than filling the gap.
Briefs begin with the next release.
Until then this page holds the format. Every brief is produced from primary sources only, every filing is quoted with a link to the document, and the system abstains rather than guesses. How that is measured is on the accuracy page. Nothing published here is investment advice.