What we find when we actually read the filings.
What 21,000 Games Taught Me About Thin Margins
A methodology case study outside credit entirely: engine-scoring nine years of my own chess history to test whether performance streaks are real, including the two flawed definitions I tried first and the audit that caught a real bug.
Read the piece →Birds of a Feather Flock Together
The financials tell you what happened. The network tells you who the business actually is — why we score both sides of the supply chain, and what that caught that receivables analysis alone would have missed.
Read the piece →Is Government a Good Customer?
735 companies, ten years, and the extra fifteen days it takes a government customer to pay — and the part of the story that doesn’t survive an industry-by-industry check.
Read the piece →The Average Stock Wasn’t the Average Investor’s Experience
What 12.6 years of Indian equities reveal about concentration, compounding and risk — 1,230 NSE companies tracked from 2014, including every one that stopped trading.
Read the piece →Is Government a Good Customer?
735 companies, ten years, and the extra fifteen days it takes a government customer to pay.
Read the piece →The Average Stock Wasn’t the Average Investor’s Experience
What 12.6 years of Indian equities reveal about concentration, compounding and risk.
Read the piece →We’re building the same primary-source pipeline — filings, not aggregator data — for the US market. First pieces land once the data layer clears the same bar we hold the India work to.
UK research is queued behind the Companies House filings layer. Same methodology, same standard of evidence, once the data pipeline is built.