RESEARCH

What the data actually shows.

Notes from our filings database and backtests — published with the numbers, whether they flatter the signals or not.
OCTOBER 4, 2026
The 57% Win Rate That Still Lost to the S&P 500
Copying superinvestors wins more often than it loses — and still trails an index fund.
OCTOBER 4, 2026
The Loudest Signal in 13F Filings Isn't a Buy. It's an Exit.
When three or more top funds dump a stock entirely, what happens next is the strongest pattern in five years of filings.
OCTOBER 4, 2026
A Famous Fraud Detector Flags NVIDIA. The Detector Is Wrong.
One of the most respected earnings-manipulation models in finance says NVIDIA looks suspicious. That says more about the model than about NVIDIA.