Just us, being nosy.
We read the filings on small U.S. companies, so you can find the ones where something has just changed, early enough to form your own view.
There's a universe of U.S. companies under $5B doing strange, strategic, or quietly significant things. We watch for the ones where something just changed.
Some are falling apart. Some are fixing things. Some just filed an 8-K that made us raise an eyebrow. A new CEO, an activist on the register, a restructuring, a restated number: we flag the start of a story while there's still time to make up your own mind about it.
Primary sources first
We start from the filings themselves: 8-Ks, proxies, 10-Ks, 13Ds and 13Fs. Not press releases, and not someone else's summary of them.
Selective on purpose
We don't track everything. We track what might turn into something, and we say plainly when a situation looks strange rather than dressing it up.
A starting point, not a verdict
We hand you the thread to pull. The analysis, the conviction and the decision stay with you.
No buy/sell calls. No next ten-bagger.
We don't write 40-page reports on single stocks or pretend to predict winners. We sharpen your idea funnel, and what you do with the idea is yours.
We don't do investment banking, investor relations or corporate finance. Nothing clouds our judgment.
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