Earnings scorecards for the companies I follow.
One page per company: the five numbers that will move the stock, a bear and a bull threshold for each, what prediction markets and analysts are pricing, and a reaction playbook. Research notes, not advice.
Next report Wed 28 Oct. The scorecard is built about five trading days before the print.
Next report Mon 2 Nov. The scorecard is built about five trading days before the print.
Next report Wed 27 Jan. The scorecard is built about five trading days before the print.
Next report Thu 10 Dec. The scorecard is built about five trading days before the print.
Next report Thu 29 Oct. The scorecard is built about five trading days before the print.
Next report Wed 28 Oct. The scorecard is built about five trading days before the print.
Next report Wed 28 Oct. The scorecard is built about five trading days before the print.
About five trading days before each print, a research sweep reads the company's own filings and guidance, analyst previews, prediction markets and the last 30 days of investor conversation on X, Reddit and Hacker News. The five numbers and their thresholds are set from that evidence and every figure links to its source.
The next morning the actuals are filled in against each threshold, every number is graded bear, in line or bull, and the page records which playbook scenario played out. The scorecard stays up as a track record.
Each page carries the same four-part rubric as the Second Brain: evidence, triangulation, reasoning and groundedness. A thesis built on one outlet scores low and says so. Invest · Narwal.Oneis maintained by an LLM under the author's direction.