📂 TUESDAY – Single-Stock Deep Dive: “Market Share Momentum Audit”
A deep dive into whether a company is truly taking market share or simply riding industry growth.
📂 MONDAY – Cash Flow Acceleration Screener: “The Silent Improvers”
A screener identifying companies quietly improving free cash flow faster than revenue growth.
📂 FRIDAY – Agent-Level Upgrade: Estimate Acceleration v2
A PM-grade refinement that turns estimate revision momentum into a conviction-ranked opportunity list.
📂 THURSDAY – Portfolio Audit: “Thesis Drift Detector”
A portfolio audit that identifies positions whose original investment thesis may no longer be valid.
📂 WEDNESDAY – Sector Scanner: “Profitability Expansion Map”
A sector-level map highlighting where profitability trends are improving fastest.
📂 TUESDAY – Single-Stock Deep Dive: “Capital Allocation Intelligence Audit”
A deep dive into management's ability to create shareholder value through capital allocation.
📂 MONDAY – Estimate Acceleration Screener: “The Upgrade Cycle”
A screener for stocks experiencing accelerating analyst estimate upgrades before broader recognition.
📂 FRIDAY – Agent-Level Upgrade: Pullback Leaders v2
A PM-grade refinement that turns pullback candidates into a conviction-ranked opportunity list.
📂 THURSDAY – Portfolio Audit: “Single-Theme Fragility Check”
A portfolio audit that identifies hidden single-theme exposure and concentration risk.
📂 WEDNESDAY – Sector Scanner: “Summer Setup Rotation Map”
A sector rotation map identifying where capital may flow as summer trading begins.
📂 TUESDAY – Single-Stock Deep Dive: “Earnings Revision Trap Audit”
A single-stock audit that tests whether positive estimate revisions still offer upside or are already priced in.
📂 MONDAY – Relative Strength Reset Screener: “Pullback Leaders”
A screener for identifying market leaders pulling back constructively without breaking trend.
📂 FRIDAY – Agent-Level Upgrade: Quiet Compounders v2
A refined framework identifying the strongest durable low-volatility trend leaders.
📂 THURSDAY – Portfolio Audit: “Hidden Volatility Creep”
A portfolio audit identifying rising hidden volatility and concentration risk.
📂 WEDNESDAY – Sector Scanner: “Late-Earnings Leadership Persistence Map”
A sector map identifying where institutional leadership is persisting after earnings season.
📂 TUESDAY – Single-Stock Deep Dive: “Pricing Power Durability Audit”
A deep dive into whether a company’s pricing power and margin durability remain intact.
📂 MONDAY – Trend Durability Screener: “Quiet Compounders”
A screener identifying durable low-volatility trend leaders with institutional support.
📂 FRIDAY – Agent-Level Upgrade: Second-Leg Leaders v2
A refined framework identifying the strongest second-leg post-earnings trend leaders.
📂 THURSDAY – Portfolio Audit: “Trend Dependency Risk”
A portfolio audit identifying hidden dependence on a small number of dominant market trends.
📂 WEDNESDAY – May 13, 2026Sector Scanner: “Emerging Leadership Rotation Grid”
A sector rotation grid identifying emerging leadership trends after earnings season.