Publications
The Weekend Read
One company at a time, worked through from the filings rather than the headlines. Every number is one you can check. Each issue goes to members by email first and is kept here afterwards, free to read.
Issue 2/17 October 2026/WDC
Western Digital, down 55% while its forecasts went up
The market marked the stock down through a year in which every forecast for it was raised. We went through the filings to see which of the two is wrong.
Issue 1/11 October 2026/META
Meta Platforms, is the AI spending worth it?
Meta has stopped turning growth into profit. The whole case, with every number you can check, and what we would pay.
Want a company looked at?
Members pick what we write about. Tell us the name and we will put it in the queue, or open the app and run the same numbers yourself on any ticker.