Tag
#filings
9 articles
- Research Workflow
Building a Financial Model from Primary Sources
Build a model from the filings themselves: pull the reported statements, read the notes, rebuild the history, then drive it with segment and KPI assumptions.
- AI & Finance
From Reading Documents to Asking Questions
Research is shifting from reading whole filings front to back to interrogating them with specific questions and getting sourced answers, which changes where an analyst spends time and attention.
- Research Workflow
How to Compare Companies Across 10 Years of Filings
To compare a company across a decade, normalise for restatements, segment redefinitions, and accounting changes first, so every year is measured on the same basis before you read the trend.
- AI & Finance
Structuring Decades of Filings So an AI Can Actually Use Them
A language model cannot reason over a messy pile of filings. Labels drift, statements get restated, formats change, and history is not what it looks like today.
- Education
The Cost of Missing One Filing
Most company filings do not matter, but the one you miss can be the one that breaks your thesis. That asymmetry is why systematic coverage beats relying on attention and willpower.
- AI & Finance
The Death of Ctrl+F in Annual Reports
Keyword search finds strings, not meaning. It misses synonyms, ignores context, and cannot answer a question, which is why reading filings is shifting from searching words to asking questions.
- Research Workflow
Why One Sentence in a Filing Can Change Your Thesis
A single line in a filing can confirm or break a thesis. The discipline is tying each thesis claim to the exact sentences that would move it, then watching for them.
- Education
How to Read an Annual Report in 30 Minutes: What Actually Matters
Skip the glossy front pages. Start with the auditor's report and cash flows, then check related-party dealings and contingent liabilities for what the headline numbers hide.
- Methodology
Data Quality Beats Model Quality: A Year Reading Indian Filings
After a year building AI to read Indian company filings, the biggest gains came from boring data discipline, not from a better model. Here is what actually moved the needle.