Read
AI agents read filings, investor decks and local press in the original language.
From filing to report.
- 01
- 02
Test
Every company answers the same 82 questions, from moat to valuation. About one in twenty passes.
- 03
Write
The companies that pass become full reports, free to read.
The pipeline
Six stages, five run by agents and the last by me.
- 01
Universe Agent
Output: candidate queue
- 02
Filing Agent
Output: source pack
- 03
Extraction Agent
Output: evidence table
- 04
Skeptic Agent
Output: list of open risks
- 05
Valuation Agent
Output: valuation deck
- 06
Human Analyst
Output: final decision
Every number comes from a primary source.
- Annual reportsreadcash flow and segment notes
- Investor decksparsedguidance and capex plans
- Filingscheckedownership and dilution
- Transcriptsindexedwhat management commits to
- Local languagetranslatedsources in the original language
The 82 questions
Same questions for every company, in the same order.- ICircle of competence6 questions
- IIMoat and competitive advantage7 questions
- IIIIndustry structure8 questions
- IVEarnings quality and cash flow10 questions
- VBalance sheet strength7 questions
- VICapital allocation7 questions
- VIIManagement and governance9 questions
- VIIISpecific and tail risks7 questions
- IXValuation and margin of safety7 questions
- XFinal decision8 questions
- XIPost-investment review6 questions
Valuation framing
- Bear
What breaks?
- Base
What is already visible?
- Bull
What is not in the price?