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filing-reader

Reads a 10-K the way an analyst does, back to front, and diffs the risk factors and MD&A against last year's. The diff is where the information is: language hardening from "may affect" to "has affected" is a disclosure of fact wearing a risk factor's clothes.

Deep researchStage 3 Sixty to ninety minutes for a 10-K.

This one is in the paid set. Enter your code below and the download turns on.

Reach for it when

  • Triage came back Go
  • You want to know what changed since last year
  • A filing landed and you do not want to read 180 pages blind
Needs first
The filing, and last year's for the diff.
Leaves behind
theses/<TICKER>/research.md with page citations, plus the source ledger every later skill reads.
Takes about
Sixty to ninety minutes for a 10-K.
Will not
Fill a gap the filing does not answer. Unanswered questions go on a list for the earnings call.

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