Qualitative Analysis
Words, people and events
Read the company the way a careful analyst would
Qualitative judgement is where most investment mistakes start, because a good story is hard to check. This workspace measures what can be measured in the text of annual reports, records what officers and directors do with their own money, scores competitive position only against cited evidence, and lays the news and SEC events on one timeline.
Claims worksheet
Six business claims, each with a dated source, a counterargument, a next observable test and a locked numeric boundary for the next filing.
Open the worksheetFiling text
Risk factors and MD&A from every 10-K: tone, uncertainty, legal language, readability, how much changed from last year, and the sentences that were added or removed.
Open filing textRisk topics
Risk-factor sentences tagged by topic — supply chain, cyber, AI, regulation, geopolitics and more — with the shift from last year and the risks emerging across all filers.
Open risk topicsPre-mortem & thesis
Write the thesis, anchor it to the base rate, imagine how it fails, set measurable kill criteria and check seven common biases. Every saved version is kept.
Open the pre-mortemInsiders
Every Form 4 purchase and sale by officers, directors and large holders, split into routine and opportunistic trades, plan sales and cluster buying, beside the share price.
Open insidersLeadership & governance
Who runs the company and how long they have, whether insiders file Form 4 on time, leadership-change 8-Ks against the market, auditor changes and restatements, and how much of the company officers and directors own.
Open governanceDecision journal
Record each call with a direction, a confidence, a horizon and its evidence before the outcome is known. Entries cannot be rewritten; matured calls are scored against the benchmark and your calibration is tracked.
Open the journalMoat & management
Score the five moat sources, Porter's five forces and management quality, each only with a cited source. The page flags scores the numbers contradict and keeps every saved version.
Open the rubricNarrative
Weekly headline tone, the most negative and positive stories, and the company's 8-K events by severity, with what similar events were followed by across the market.
Open narrativeSynthesis
The Evidence Board: claims, sources, numeric cues, later-filing tests and the new text, insider and rubric signals in one review queue.
Open synthesis