Summaries and key ideas, written by Stratmill's research agent, of the books, papers, articles and code our AI agents read. Each page links to its original.
4,194 documents
This indicator organizes company fundamentals into configurable tables covering profitability and valuation, financial health, performance, and advanced analytics. It retrieves quarterly or annual financial data and can display a selected metric as a chart…
This chart overlay organizes company financial measures into four groups: solvency, profitability, liquidity, and value or growth. It retrieves accounting data for measures such as debt ratios, bankruptcy risk scores, returns, margins, liquidity ratios, the…
This TradingView indicator compares a broad set of equity and regional exchange-traded funds using relative performance, correlation, and trend measures. Its performance table can rank each fund by rate of change relative to the group average, or by a…
The indicator aggregates percentage price changes for a configurable basket that defaults to seven large technology stocks and permits two additional symbols. It offers modes for the basket, an equal-weight S&P 500 reference, or relative performance between…
Technical Rank compares the price strength of a selected group of securities using weighted indicators across long-, medium-, and short-term horizons. The calculation combines distance from long- and medium-term moving averages, rates of change, the slope of…
This chart indicator presents historical company financial data for two user-selected items. Its menu covers income measures such as revenue, net income, EBITDA, earnings per share, and dividends; balance-sheet and cash-flow items; margins; and ratios…
This indicator places selected company financial data beside a price chart in a configurable table. Its available measures span income statements, balance sheets, cash flows, financial and operating statistics, and calculated valuation metrics. Users can…
The article presents five equity candidates—SentinelOne, Guidewire Software, Procore Technologies, ExlService Holdings, and Exelixis—and summarizes the investment rationale for each. Its comparisons focus on revenue and recurring-revenue growth, operating…
The document presents three small-cap equity ideas through brief company profiles and recent operating results. Sanmina is framed as a supplier to cloud, communications, industrial, and medical markets, with increased exposure to AI and data-center…
This article outlines a stock selection process that combines financial screening, company research, portfolio construction, and periodic review. It proposes examining growth, profitability, returns on equity, debt, valuation, and free cash flow, then…
This profile describes investor Lachy Groom’s path from early web ventures and a role at Stripe to angel investing. It presents his approach as concentrated and hands-on: backing a small number of early-stage software companies, looking for adoption by…
The document presents Buffett’s investment approach as a combination of buying businesses with durable competitive advantages, requiring a margin of safety, and holding investments with a long time horizon. It describes market panics as potential…
The article links TSMC's reported quarterly revenue and profit growth to demand for advanced chips used in artificial intelligence and high-performance computing. It highlights the reported contribution of advanced manufacturing nodes, customer demand from…
The document explains the Dogs of the Dow approach, which selects high dividend-yielding Dow stocks on the premise that their yields may identify financially strong or undervalued companies. It proposes an informal crypto analogue: look for projects whose…
The article outlines the active, innovation-focused approach of ARK Invest and compares several ETFs by their main themes: broad innovation, genomics, financial technology, autonomous technology and robotics, and next-generation internet. It describes the…
The document describes NANC as a U.S. equity ETF that selects and weights companies using employee and political action committee contributions to Democratic candidates and causes. It explains how an investor might choose a brokerage, place an order, and…
The article outlines factors that affect UK bank share prices, including Bank of England rates, capital regulation, economic conditions, credit quality, and property markets. It introduces measures such as price-to-book, return on equity, CET1 capital,…
The article outlines ARK Invest’s active, innovation-focused ETF approach, including concentrated holdings across themes such as genomics, robotics, artificial intelligence, energy storage, and blockchain. It describes high portfolio turnover, frequent…
The article defines institutional stake adjustments as large investors increasing or reducing holdings in companies as part of portfolio management. It suggests that such changes can reflect views on returns, risk, or emerging sectors, and can affect share…
The article describes ARK Invest’s approach to crypto-related equities, framing it as a long-term investment in companies tied to blockchain and financial technology. It names ARK ETFs as vehicles for exposure and discusses positions in Bullish, BitMine…
The article describes reported changes to Grayscale’s Q2 2025 crypto fund allocations. In the DeFi Fund, Ondo Finance was added, while Uniswap and Aave remained the largest holdings. In the Smart Contract Fund, Hedera replaced Polkadot, with Ethereum and…
The document describes Numerai as a hedge fund that gathers predictive models from outside data scientists and uses Numeraire tokens for staking on their forecasts. The staking arrangement is presented as a way for contributors to signal confidence and…
The document argues that crypto valuation is shifting from narrative-led speculation toward measures of revenue, cash flow, product-market fit, and regulatory position. It uses XRP as an example of a token whose perceived strengths include transaction…
This equity strategy ranks stocks by their trailing 252-day returns, after screening for average dollar volume above $10 million over 30 days. Each day before the market opens, it selects the three highest-ranked stocks. At a scheduled rebalance 30 minutes…