Equity research · SEC filings · Automation

Fifteen years reading filings for fund managers. Now some of it runs by itself.

I have spent my career in equity research for hedge funds, asset managers and investment banks: building the models, writing the notes, and running the team that does it. The products below do the first read of a filing the way that team would, within minutes of it reaching SEC, and send it to you by email.

15 yearsBuy-side and sell-side equity research
500+Full three-statement models with valuation, built from scratch
3Email products, built from SEC filings alone
Products

Three emails, one for each filing that matters.

Each is read from the company's own filing, with every figure taken or worked out from it. No consensus, no market data, no view on the stock. Pick the companies you cover and which emails you want.

Release Watch

Each earnings release · 8-K

The earnings release worked through, the way an analyst would on the night.

  • What the headline numbers do not show, ranked
  • Revenue and gross margin, segment by segment
  • The EPS bridge: operations, tax, share count, the rest
  • Cash, working capital and capital spending
  • The company's own words on why, quoted
  • Questions for the call

Guidance Scorecard

Each earnings release · 8-K

Every numeric guide management gave, matched to the result that followed.

  • Does this team land where it said it would
  • Range by range, quarter by quarter
  • What it has just guided for next
  • How the guide moved from the last one

Filing Watch

Each 10-Q and 10-K

What is new, changed or deleted in the quarterly and annual report, against the filings before it.

  • Every sentence compared with the prior filings
  • Risk factors, MD&A and the notes, item by item
  • The changes ranked by how much they matter
  • Every claim quoted from the filing
Choose companies and emails

Free while in test. Unsubscribe from any email at any time.

Background

Research, then the team that does it.

2016 – now

Assistant Director, Equity Research

Lead a buy-side research team serving hedge funds and asset managers: delivery quality, client relationships, the team's P&L, and new client pilots taken through to long-term mandates. Review and build the models behind the work: full three-statement models with segment and KPI-driven revenue builds, initiation-grade valuation, and earnings updates turned round on the night of the print. Investment memos and thematic research on top.

2015 – 2016

Research Analyst, Equity Research

Sell-side coverage of banks and telecoms. Bank models built from the balance sheet up: loan and deposit growth, net interest margin, fee income, cost of risk and capital, valued on DCF and residual income. Telecom models driven by subscribers, ARPU and capex intensity. Quarterly earnings notes.

2014 – 2015

Senior Business Analyst, Equity Research

Bank coverage for an investment bank. Initiated coverage on eight banks: residual income and excess return models, earnings forecasts by business line, and Basel III capital adequacy modelling of risk-weighted assets and capital ratios.

2011 – 2013

Research Analyst, Equity Research

Semiconductor coverage for a hedge fund: thirty-plus companies across Asia. Integrated models driven by shipments, ASPs, utilisation and wafer capacity, with DCF valuation and competitor benchmarking behind long/short ideas.

Modelling
Operating modelsThree-statement, fully linked: revenue builds by segment and KPI, cost and margin drivers, working capital, capex and depreciation schedules, debt and interest, share count.
ValuationDCF with explicit WACC build, residual income and excess returns for financials, trading and transaction comparables, sum of the parts, LBO.
Sector modelsBanks (NIM, credit costs, Basel III capital), telecoms (subscribers, ARPU), semiconductors (ASPs, utilisation), SaaS (ARR, net retention, cohorts), consumer and industrials.
AnalysisScenario and sensitivity tables, earnings bridges, guidance tracking, quality-of-earnings checks against the cash flow statement.
TechnologySemiconductorsBanks TelecomsConsumerIndustrials EnergyGCC markets

MBA (Finance) · B.E. (Computer Science)