Featured articleJun 23, 2026
How to Read a 10-K Without Getting Lost
A practical guide to reading a Form 10-K by starting with the business, risks, MD&A, financial statements, footnotes, and the questions that deserve follow-up.
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Practical market research, written like a working desk.
Source-aware workflows for screening stocks, reading filings, comparing ETFs, following earnings, and triaging IPOs without turning every idea into noise.
Browse by deskFiling Research - 5Earnings Desk - 11ETF Research - 10Stock Screening - 8Market Structure - 4Stock Research - 5IPO Workflow - 4
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Each article is designed to end in a cleaner research file: what changed, what is known, and what deserves follow-up.
Filing ResearchJun 23, 2026
10-K vs Annual Report: Which One Should Investors Use First?
A clear comparison of the shareholder annual report and Form 10-K, including what each document is for and how to use them together without confusing polish for evidence.
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Earnings DeskJun 23, 2026
How to Read a 10-Q Before the Earnings Narrative Hardens
A practical 10-Q reading workflow for checking quarterly performance, MD&A, balance sheet changes, cash flow quality, and risks after an earnings release.
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Filing ResearchJun 23, 2026
What Is an 8-K Filing, and Which Items Actually Matter?
A guide to Form 8-K current reports, the events they disclose, why timing matters, and how investors can separate material updates from routine noise.
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Filing ResearchJun 23, 2026
How to Use SEC EDGAR to Research a Public Company
A step-by-step investor workflow for using SEC EDGAR to find filings, filter by form type, search within documents, and preserve source links for research notes.
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Filing ResearchJun 23, 2026
How to Read Risk Factors Without Treating Every Risk the Same
A practical way to read 10-K and 10-Q risk factors by separating boilerplate, company-specific risks, new language, and risks tied to the active thesis.
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Earnings DeskJun 23, 2026
Earnings Date vs Report Date vs Call Date: What Investors Should Track
A practical guide to earnings calendars, report timing, conference calls, filing follow-up, and the difference between the date everyone watches and the documents that complete the story.
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Earnings DeskJun 23, 2026
EPS Beat or Miss: Why the Stock Can Still Move the Other Way
Why stocks sometimes fall after an earnings beat or rise after a miss, and how investors can evaluate expectations, guidance, quality, and positioning before reacting.
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Earnings DeskJun 23, 2026
Revenue Guidance vs Earnings Guidance: What Actually Changed?
How to compare revenue guidance, earnings guidance, margin expectations, and cash-flow outlook without treating all guidance changes as equal.
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Earnings DeskJun 23, 2026
How to Read an Earnings Press Release Before the 10-Q Arrives
A practical earnings-release checklist for reported results, adjusted metrics, guidance, segment performance, cash flow, and the follow-up filing work that still matters.
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Earnings DeskJun 23, 2026
How to Build an Earnings Watchlist for the Next Two Weeks
A practical workflow for building a short-term earnings watchlist with confirmed dates, priority tiers, pre-report questions, and post-report follow-up states.
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Earnings DeskJun 23, 2026
How to Read an Earnings Call Transcript Without Chasing Quotes
A practical way to read earnings call transcripts by separating prepared remarks, Q&A, guidance color, tone, and claims that need filing support.
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ETF ResearchJun 23, 2026
What Is an ETF? A Practical Investor's Guide Beyond the Definition
A practical ETF guide covering structure, holdings, expenses, liquidity, tax considerations, tracking, and the questions investors should ask before using a fund.
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ETF ResearchJun 23, 2026
ETF vs Mutual Fund: Which Differences Actually Matter?
A practical comparison of ETFs and mutual funds across trading, pricing, expenses, taxes, minimums, transparency, and investor workflow.
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Stock ScreeningJun 23, 2026
Expense Ratio Explained: How Fund Fees Quietly Reduce Returns
A practical explanation of expense ratios, how they affect fund returns, why small fee differences compound, and what investors should compare before choosing a fund.
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Stock ScreeningJun 23, 2026
Gross Expense Ratio vs Net Expense Ratio: Why Both Show Up
A practical explanation of gross and net expense ratios, fee waivers, reimbursements, expiration dates, and how investors should compare fund costs.
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ETF ResearchJun 23, 2026
ETF Liquidity Explained: Volume, Bid-Ask Spread, and Underlying Holdings
A practical ETF liquidity guide covering trading volume, bid-ask spread, premium or discount, creation and redemption, and the liquidity of underlying holdings.
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ETF ResearchJun 23, 2026
Index Fund vs ETF: Which Wrapper Fits the Job?
A practical comparison of index mutual funds and index ETFs across exposure, trading, taxes, costs, automation, and investor behavior.
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ETF ResearchJun 23, 2026
Sector ETF Risk: Why a Diversified Fund Can Still Be Concentrated
How sector ETFs can look diversified while remaining concentrated by holdings, industry, factor, revenue driver, or market-cap weighting.
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Market StructureJun 23, 2026
How Often Is Short Interest Reported, and Why the Data Lags
A practical explanation of short interest reporting frequency, publication lag, what the data measures, and why investors should not confuse it with daily short-sale volume.
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Market StructureJun 23, 2026
Days to Cover Explained: What the Short Interest Ratio Can and Cannot Tell You
A practical guide to days to cover, how it is calculated, when it can matter, and why the short interest ratio should not be treated as a squeeze forecast.
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Stock ScreeningJun 23, 2026
Fails to Deliver Explained: What FTD Data Means and What It Does Not Prove
A careful explanation of SEC fails-to-deliver data, cumulative balances, settlement context, legitimate causes, and the limits of using FTDs as proof of manipulation.
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Market StructureJun 23, 2026
Why Short Sale Volume Percentages Can Look Scary but Mislead Investors
A practical explanation of daily short-sale volume percentages, what they measure, why FINRA warns against common interpretations, and how to use the data responsibly.
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Stock ScreeningJun 23, 2026
Float vs Shares Outstanding: Which Denominator Should Investors Use?
A practical explanation of shares outstanding, public float, restricted shares, market cap, short interest percentage, liquidity, and which denominator fits each question.
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Stock ResearchJun 23, 2026
P/E Ratio Explained: When a Low P/E Is Not Actually Cheap
A practical guide to price-to-earnings ratios, why low P/E stocks can be value traps, and what investors should check before calling a stock cheap.
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Stock ResearchJun 23, 2026
Market Cap vs Enterprise Value: Which One Should You Use?
A practical comparison of market capitalization and enterprise value, including debt, cash, capital structure, acquisition context, and valuation multiple selection.
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Earnings DeskJun 23, 2026
Revenue Growth vs Earnings Growth: Which Signal Is Cleaner?
How to compare revenue growth and earnings growth by checking margins, operating leverage, one-time items, cash conversion, and the durability of the business model.
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Stock ResearchJun 23, 2026
Relative Volume Explained: When Unusual Volume Is Actually Useful
A practical guide to relative volume, why unusual trading activity matters, and how to separate meaningful attention from noisy one-day spikes.
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Stock ResearchJun 23, 2026
Insider Buying vs Institutional Ownership: Which Signal Deserves More Trust?
How to compare insider buying, insider selling, institutional ownership, 13F data, ownership timing, and the limits of treating ownership as a standalone signal.
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Stock ResearchJun 23, 2026
Dividend Yield Traps: Why a High Yield Can Be a Warning Sign
A practical guide to dividend yield traps, payout ratios, free cash flow, debt, cyclicality, dividend cuts, and how investors can evaluate income stocks more carefully.
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Stock ScreeningJun 23, 2026
How to Build a Source-Linked Stock Research Workflow
A practical workflow for turning a stock screen into a research file with source checks, freshness notes, filing context, and decision-ready follow-up.
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Earnings DeskJun 23, 2026
How to Review Earnings Reports Without Chasing the Headline
A fuller earnings-review workflow for separating the headline beat or miss from estimates, guidance, filing context, reaction windows, and follow-up work.
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IPO WorkflowJun 23, 2026
How to Use an IPO Calendar Without Chasing Every New Listing
A practical IPO-calendar workflow for separating confirmed dates, filing-stage companies, prospectus review, deal terms, lock-up context, and watchlist follow-up.
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ETF ResearchJun 23, 2026
How to Compare ETF Holdings Without Double-Counting Exposure
A deeper ETF overlap workflow for checking holdings, weights, issuer concentration, sector exposure, fees, and portfolio role before adding another fund.
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Market StructureJun 23, 2026
Short-Sale Volume Is Not Short Interest: A Squeeze Radar Workflow
A source-first workflow for separating reported short interest, daily short-sale volume, days to cover, float, liquidity, Reg SHO context, and squeeze-risk narratives.
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Stock ScreeningJun 23, 2026
How to Use Saved Stock Screens Without Rebuilding the Same Search
A practical guide to turning saved stock screens into reusable research routines with clear criteria, alert thresholds, stale-data checks, and review notes.
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IPO WorkflowJun 23, 2026
How to Track an IPO From Filing to Listing Without Losing the Source Trail
A source-first IPO workflow for tracking S-1 filings, amendments, proposed terms, pricing, proceeds, security structure, watchlist notes, and listing follow-up.
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ETF ResearchJun 23, 2026
How to Build an ETF Portfolio Without Ignoring Cost, Yield, and Concentration
A practical ETF portfolio workflow for defining fund roles, checking allocation, cost, yield, concentration, overlap, liquidity, and rebalancing triggers.
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Earnings DeskJun 23, 2026
How to Turn Earnings Reports Into a Follow-Up Workflow
A practical earnings follow-up workflow for converting reports into saved screens, alert rules, filing checks, reaction reviews, and watchlist decisions.
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Stock ScreeningJun 23, 2026
How to Vet a Stock Screen Before Trusting the Score
A deeper workflow for auditing stock-screen scores with component drivers, stale-data checks, SEC filings, market context, and rejection notes.
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IPO WorkflowJun 23, 2026
How to Use an IPO Watchlist Without Losing the Milestones
A practical IPO watchlist workflow for tracking filing amendments, listing dates, pricing, lock-ups, research notes, alerts, and post-listing review.
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ETF ResearchJun 23, 2026
How to Compare ETFs Before Adding Another Fund
A practical ETF comparison workflow for weighing expense ratio, yield, holdings overlap, liquidity, exposure, tax context, and portfolio role before adding a fund.
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ETF ResearchJun 23, 2026
How to Read ETF Exposure Before You Trust the Label
A practical ETF exposure workflow for looking past fund labels into holdings, sector and category weights, concentration, classification coverage, and portfolio fit.
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Earnings DeskJun 23, 2026
How to Prepare for Earnings Season Without Reading Every Report
A practical earnings-season preparation workflow for building a focused report queue, identifying watchlist names, checking guidance risk, and planning follow-up.
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IPO WorkflowJun 23, 2026
How to Triage the IPO Pipeline Without Treating Every Deal the Same
A practical IPO pipeline workflow for ranking filing-stage companies, scheduled listings, stale records, mapping gaps, deal size, security class, and follow-up priority.
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ETF ResearchJun 23, 2026
How to Check ETF Data Readiness Before You Rely on a View
A practical ETF data-readiness workflow for checking freshness, holdings coverage, exposure classification, cost and yield fields, report sections, and export confidence.
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Stock ScreeningApr 1, 2026
Why a Hot Money Tracker Deserves a Place in Every Serious Investor’s Research Stack
Discover why a hot money tracker can be a valuable research tool for investors. Learn how tracking institutional holdings, sector shifts, and 13F activity can help you spot stronger ideas and make more informed decisions.
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