Everything we know, and how we know it
30 live stock screens, 20 original studies on SEC filings, 140 guides with simulators you can drag until they break, 81 defined terms and 6 calculators. All of it free, and all of it shows its workings.
Investing ideas, with the method shown
Undervalued on cash flow, wide moat compounders, dividend powerhouses. Every screen prints the exact criteria it used, and the circumstances in which it is wrong.
ScreensWhat the smart money actually did
Computed live from 107,302 SEC 13F holdings and 5,000 political trades. Includes an audit of our own data, admitting what it cannot tell you.
StudiesLearn it by dragging it until it breaks
Compound interest, leverage, options, DCF, the yield curve. Every guide has a diagram and a simulator you can pull apart. No account, no paywall.
GuidesAnswer the question in ten seconds
Compound interest, position sizing, dividend yield, risk of ruin. Free to use, and free to embed on your own site.
CalculatorsPlain definitions, with the catch included
What a term means, why it matters, and the way it most often misleads people. Every entry has a worked example.
GlossaryMarket analysis as it happens
What moved, why it moved, and what the data actually supports. Every post carries a chart or a simulation rather than an opinion.
BlogStart here
All 20 studiesThe 13F price illusion: 102 stocks the market is misreading
When a fund's holding falls in value, did it sell, or did the price just drop?
The most crowded trades in institutional investing
Which companies are held by the largest number of major funds at once?
Four positions or four thousand: how funds actually bet
How many bets does a large fund really make?