Research Desk
Company-level stock analysis, valuation, margins, balance sheet risk, and rating rationale.
Post-publication reviews that check what happened after earlier Buy and Sell calls.
Daily filing-change notes comparing new 10-K language with prior-year disclosures.
Friday performance updates for the public LF0 research track record.
Across 139 tracked articles, our hit rate is 67.3% and our average signal return is 4.7%, so the book is still working overall. This run, Sell is the strongest tier on a meaningful sample, while Strong Sell is the weakest, though that tier only has 2
Palo Alto Networks (PANW)’s MD&A section changed the most among 5 companies that filed 10-Ks on 10 September 2026, each compared against its prior-year filing.
InMed Pharmaceuticals (INM)’s Business section changed the most among 5 companies that filed 10-Ks on 9 September 2026, each compared against its prior-year…
EVI Industries (EVI) 2026 10-K analysis comparing the 8 September 2026 filing with its prior-year 10-K, highlighting the Risk Factors section’s biggest changes.
Across 136 articles, our hit rate is 57.4% and our average signal return is 2.79%, so the book is still modestly positive overall. This run, Buy is the strongest tier on accuracy and average signal return, while Strong Sell is the weakest on average
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