Blog
Investment research infrastructure, AI tools, and analyst workflows.
How to Read a 13F Filing: The Conviction Tier Framework
Position sizes tell you what a fund owns. Quarter-over-quarter changes reveal conviction. A five-tier framework for reading 13F filings like a working analyst.
Inside an Alt Data Analyst's Day (And Where AI Fits)
6:45 AM. Five platforms. Five logins. Five alert systems. By 8:30 the synthesis is zero. An hour-by-hour map of where analyst time goes and where AI fits.
Alt Data Integration Gap: Why 71% of Fund Managers Struggle
71% of fund managers cite data integration as their biggest challenge. Not data quality. Not coverage. It is an architecture problem with an architectural fix.
What Real Analysts Say About AI Research Tools (Unfiltered)
Rogo: 'not ready for prime time.' Hebbia: 'insanely expensive.' AlphaSense: 'frequently incomplete.' Unfiltered analyst reviews vendors will not show you.
Build vs Buy AI Research Tools: What Analysts Actually Say
Rogo costs $3,300 per seat. Balyasny spent millions on custom AI. Most funds need both. Here is the honest build-vs-buy assessment from Wall Street analysts.
The Financial MCP Ecosystem: A Practitioner's Map
30+ ways to connect AI tools to financial data. Some work. Some are excellent. Most are poorly documented. The honest guide to what works in production.
IPO Lockup Analysis: What Spreadsheets Miss
Three lockups expired in eight days. 870 million shares hit the market. One surged 21%, one dropped 15%. The same variable predicted the direction each time.
Pre-Earnings Research: 160 Hours to Automation
Earnings prep takes 160 analyst-hours per quarter. Brooker Belcourt's 4-level framework cuts it to one hour of review. Here is what Level 5 looks like.
Segment Analysis at Scale: The Numbers Inside the Numbers
Alphabet grew 12%. Google Cloud grew 48%, margins up 13 points. Sea Limited beat earnings and dropped 16.5%. Segment data explains what top-line numbers hide.
Smart Money Rotates from AI Models to AI Infrastructure
Tiger Global sold OpenAI at 30-50x and led a $1B round in Cerebras the same month. Six deals reveal a deliberate shift from model layer to infrastructure layer.