Research notes

Notes from earnings season.

How our research team reads calls, filings and the gaps between them. Written by former buy-side and sell-side analysts.

Earnings season

How to cover 30 earnings calls in two weeks without skipping one

A reporting-week routine for analysts with a wide book: triage the calendar, read the changes first, and save live listening for the calls that earn it.

Earnings season

How to cover 30 earnings calls in two weeks without skipping one

A reporting-week routine for analysts with a wide book: triage the calendar, read the changes first, and save live listening for the calls that earn it.

Research method

What management stopped saying: how to read omissions in earnings calls

The most useful signal on an earnings call is sometimes a topic that quietly disappeared. Here’s how to track what management stops talking about.

Research method

What management stopped saying: how to read omissions in earnings calls

The most useful signal on an earnings call is sometimes a topic that quietly disappeared. Here’s how to track what management stops talking about.

Product

Why every answer in Undertone has a citation

Research you can’t check is research you can’t use. How Undertone links every sentence to a page, slide or timestamp, and what it does when there’s no source.

Product

Why every answer in Undertone has a citation

Research you can’t check is research you can’t use. How Undertone links every sentence to a page, slide or timestamp, and what it does when there’s no source.

Create a free website with Framer, the website builder loved by startups, designers and agencies.