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.
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 view on the stock. Under each is a real email, as sent, all three for the same company. Pick the companies you cover and which emails you want.
Release Watch
Each earnings release · 8-KThe earnings release worked through, the way an analyst would on the night.
- What the headline numbers do not show, ranked
- Revenue by segment and by driver: volume, price, currency
- The EPS bridge: operations, tax, share count, the rest
- Cash, working capital and capital spending
- How the stock moved on past earnings days
- Questions for the call
Philip Morris, Q3 2026 earnings releaseOpen the full email →
Guidance Scorecard
Each earnings release · 8-KEvery 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
Philip Morris, before it next reportsOpen the full email →
Filing Watch
Each 10-Q and 10-KWhat 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
Philip Morris, Q3 2026 10-QOpen the full email →
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Research, then the team that does it.
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.
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.
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.
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.
MBA (Finance) · B.E. (Computer Science)