Research
Research
Things we've had to figure out while building this. Mostly about reading documents carefully.
- EngineeringJuly 22, 20265 min
Why Claroo will never give you a price target
Coverage and prediction are different products. We are only building one of them, and the reasons are partly epistemic and partly regulatory.
- MarketsJune 25, 20267 min
Earnings call sentiment is mostly noise. Here is the part that is not.
Prepared remarks are written by IR, reviewed by counsel, and optimised to score well. Measuring their tone measures a communications department. The Q&A is a different document.
- ResearchMay 14, 20268 min
Reading a 10-K in twenty minutes: the seven places changes actually show up
Re-reading a filing for a company you already own is a different task from reading one for the first time. You are not reading for comprehension. You are reading for delta.
- MethodologyApril 9, 20269 min
Citation grounding: how we decide a sentence is allowed to exist
A language model asked about a company will answer whether or not it has the document. For a research product that is disqualifying. Here is what we built instead.
You make the calls. We do the bleak parts.
Connect a portfolio, or just paste in ten tickers. The first brief lands the next morning.
Free tier, no card. Read-only brokerage connection. No trades, no advice.