An agent that hunts the whole market on a schedule, must name its edge before it's allowed to recommend anything, and keeps score on itself. This page is how it works.
Earnings-forecast revisions, insider buying, institutional positioning, short interest and the actual text of SEC filings — read across every listed US stock, every week. Before it looks at a single name it reads the tape, and one of the four postures it can take is cash is the position. Survivors face the hard gate: the agent must name the edge.
One screen can only find one kind of opportunity. This runs five over the same universe — and every candidate carries the lens that found it, all the way to the end.
Not a score. Not a rank. A specific, sayable reason this is mispriced — and no reason means no survival. It also reads what the system concluded in prior weeks, so it can't quietly re-litigate a call it already made.
A compounder is not graded like a falling knife. Four outcomes — and one of them is I can't tell yet, which sends the name out for more data instead of to the bin.
Since Oct 11 its verdict is advice, not a gate. In 8 of 8 hunts, the names it turned down beat the names it kept over the next 20 sessions, so every name it sees now goes on to the critic.
Thirty-four standing questions, asked by something that did not write the thesis. Every idea must state the single best argument against itself before it can pass.
Reads the actual 10-Q. Pulls exact tagged figures straight out of SEC filings. States plainly what it could not find.
Cross price direction with what analysts are doing to their earnings forecasts and four situations separate out — four situations that look identical on a chart.
Momentum buys the price move. This buys the gap between the price move and the earnings move — the stock is climbing and getting cheaper at the same time.
Analysts are cutting their forecasts and the share price hasn't moved yet. Nothing looks wrong on the chart, so nobody sells — and the repricing happens all at once, later. If you already own it, this is the signal to get out.
It reports either way. Every research product gets paid whether or not there is anything worth buying, so every research product finds something. This one reports what it found and what it rejected — and when nothing clears the bar that week, it says so. That is a finding, not a blank page.
verdicts logged — passes, kills, and the not-yet-sures. Each carries the lens that found it and the reason it gave, so next week's hunt has to say what changed before it's allowed to disagree.
lens CONFIRMED_STRENGTH verdict DEEPEN thesis estimates rising faster than the multiple is expanding — the only name in the batch where that is true.
Most research shows you its winners. This keeps the losers in the same file.
Pick one or both. One email field, no spam, unsubscribe anytime.
Tail of the agents' status log. Real format, with file paths and anything personal removed.