Practical guides on filings analysis, investment thesis building, and AI-powered research workflows.
A plain-English breakdown of the 10-K MD&A section for RIAs and equity analysts, what it covers, how to read it, red flags to watch for, and how AI tools like FilingsIQ.ai help you work it faster.
Learn how RIAs can build a scalable equity research process without hiring a full analyst team, using standardized workflows, SEC filing analysis, and AI tools like FilingsIQ.
Learn what SEC Form 8-K is, which events trigger an 8-K filing, and how RIAs and equity research analysts can use 8-Ks in a practical research workflow with FilingsIQ.
A step-by-step framework for building a complete, defensible investment thesis in 30 minutes using AI-powered SEC filing analysis. Built for RIAs and serious analysts.
Learn the five most critical red flags to check in every 10-K and 10-Q filing. A practical checklist for RIAs covering going-concern language, auditor changes, risk factors, cash flow divergence, and related-party transactions.
Learn how to analyze a 10-K SEC filing efficiently. A practical guide for RIAs and investment analysts covering structure, red flags, and investment thesis building.
A practical guide to 10-Q SEC filings for RIAs and analysts. Learn what to read, what to skip, and how quarterly filings help you maintain your investment thesis.
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