Product proof
The case opens as a decision packet.
A readable proof artifact shows what is known, what is weak, and what would change the call.
MSFT research proof
The visible call should show the route from evidence to judgment.
Source packet
MSFT
Mixed freshness
01 / Source trail
10-K, price, ownership, prior view
02 / Judgment frame
Watch, with explicit reasons
03 / Valuation test
Valuation ahead of evidence
04 / Change log
New evidence stays separate from old view
Decision surface
Watch
Margin
-51%
Quality remains visible, but price and proof decide whether the case can advance.
Durability
87%
Capital return
70%
Evidence freshness
Mixed
Evidence enters
Filing excerpt
10-K source route
sourced
Moat proof
Switching-cost evidence
supported
Valuation stress
Price needs stronger proof
held
Thesis link
Change recorded
logged
Inspection core
Pressure gate
Claims must survive source, price, and thesis pressure.
weak claim held back
Decision output
Watch
not cleared
Caveat remains visible.
Monitoring loop
new evidence reopens the route
Inspection system
A company moves through evidence gates before it becomes an investment call.
Process
Inspection is a sequence, not a screen full of widgets.
01
Gather
Filings, business context, ownership, valuation route.
02
Pressure-test
Moat durability, reinvestment, balance-sheet resilience.
03
Decide
A visible judgment with reasons and caveats attached.
04
Monitor
New evidence updates the thesis instead of hiding the change.
Trust layer
The system shows when it does not know.
In a trust-sensitive research workflow, polish is only useful when it keeps uncertainty, source quality, and state changes visible.
Uncertainty
Weak areas stay visible instead of being polished away.
Staleness
Aging evidence keeps its warning label.
Missing proof
The system does not fill gaps with confident language.
Change history
You can see what changed and why it matters.
Plans
Coverage expands. The standard does not.
Start with the coverage width you actually need. The billing switch changes the price view only; the evidence standard stays fixed inside every plan.
Billing view
Annual shows the monthly equivalent and bills once per year.
- Monthly or annual preview
- Same evidence standard
- Billing controls stay separate
Most serious users
Premium
Move from individual company inspection into active coverage work.
$32
/month
Annual equivalent. Save $84 each year.
US + Europe
Unlimited company studies
- Coverage table with scoring and monitoring
- Saved views, compare workflow, and market slices
- Personal research workspace