Devil’s advocate · private company
No SEC filings? Argue against the thesis from your own documents.
Add the credit agreement, lender report, offering memorandum or quality-of-earnings report, and write the thesis. The same checks run on the documents’ text, the key figures are pulled out and checked against the documents, and the case is written section by section.
Files are read in your browser. Only their text is sent, to write the case, and nothing is saved.
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Checks that need public data (Form 4 insider trades, 8-Ks, quarterly XBRL figures, the stock price) are marked not evaluated rather than clear.