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Company analysis, SEC filing changes and public follow-ups. Read the thesis, inspect the assumptions, and see what happened next.
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Understand a thesis. Compare a filing. Audit a call.
01 / Read a stock thesis
FormFactor (FORM) is rated Hold as strong AI-linked demand is offset by a valuation that already prices in much of the recovery. Q1 2026 showed revenue growth, but EBITDA softened…
Read the research02 / See what changed
Hoops Scouting USA (HSCT)'s Risk Factors section changed the most among 3 companies that filed 10-Ks on 23 October 2026, each compared against its prior-year…
Read the research03 / Check the follow-up
Revisiting our Sell call on NLST: entry $2.44, latest $5.86, +140.2%.
Read the researchFrom the research desk
CRISPR Therapeutics AG (CRSP) is rated STRONG SELL as its valuation already prices in a much faster commercial ramp than current revenue and cash generation support. With heavy cash burn…
Read the researchAmgen (AMGN) is rated Hold because strong cash generation supports the business, but the valuation already reflects much of that quality. The key concern is elevated debt and policy-driven pricing…
Read the researchIntuitive Machines (LUNR) is rated Strong Sell as revenue growth has not translated into durable profits or free cash flow. Rich valuation, persistent cash burn, and heavy customer concentration leave…
Read the researchHoops Scouting USA (HSCT)'s Risk Factors section changed the most among 3 companies that filed 10-Ks on 23 October 2026, each compared against its prior-year…
Read the researchMays J W (MAYS)'s Business section changed the most among 3 companies that filed 10-Ks on 22 October 2026, each compared against its prior-year filing.
Read the researchWinnebago Industries (WGO) 2026 10-K analysis comparing the 21 October 2026 filing with its prior-year 10-K, highlighting the MD&A section's biggest changes.
Read the researchRevisiting our Sell call on NLST: entry $2.44, latest $5.86, +140.2%.
Read the researchRevisiting our Sell call on LHX: entry $260.92, latest $253.97, -2.7%.
Read the researchRevisiting our Sell call on QUBT: entry $7.43, latest $6.56, -11.7%.
Read the researchLF0 Research Desk
A rating is a thesis to examine. The original analysis and later scorecard reviews let you see both the reasoning and the outcome.
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