Equifax · EFX
Outcome-independent evidence packets
Cases organized by what they teach—not what happened to the stock later.
Each case asks an analyst question, compares filing language, checks earlier disclosure, and states what the evidence cannot prove.
Curated teaching gallery
Five reasons to open a case
“Genuinely new” means new relative to the filings and headlines available in this study—not new to the world.
New risk disclosure
No matching earlier disclosure was found in the bounded study sources.
Dollar Tree · DLTR
Impairment or write-down
Previously anticipated change
The 10-K added or sharpened detail, but earlier study sources already raised the topic.
Kraft Heinz · KHC
Debt or refinancing pressure
Freeport-McMoRan · FCX
Newly added risk factor
Liquidity or credit change
Cases where financing capacity or resource allocation is the analyst’s review question.
Truist Financial · TFC
Liquidity deterioration
Devon Energy · DVN
Material capital-spending change
Operational or cybersecurity change
A change that tests whether the topic is new or a formalization of earlier disclosure.
RH · RH
Newly added risk factor
Low-materiality or null example
Not every detected change deserves the same review priority.
Chemed · CHE
Removed or softened language
Experimental extension
Three Outcomes the Engine Can Produce
These frozen cases were selected without later performance and generated without future outcomes. Formal analyst validation remains pending.
RH
A grounded, falsifiable hypothesis with 1.00 factual evidence coverage and no actionable trade view.
Explore RH hypothesisDVN
A publishable research agenda that keeps unresolved uncertainty visible and remains hypothesis-only.
Explore DVN hypothesisEFX
Full-prior evidence corrected novelty and numeric roles, removing an unsupported narrative.
View EFX rejection