Heat Maps · SEC filers
Heat Maps
Five views across the SEC-filing watchlist companies, each drawn from the same sources the company pages are built on: what management stopped reporting, what it promised and delivered, how it answers questions, what it rewrote in its annual report, and what its auditor and its filings flag.
Disappearing KPIs
Which metrics a company stopped showing in its quarterly results decks, deck by deck.
Guidance Held vs Missed
Every company as a tile sized by its resolved deck claims and coloured by the share that held.
Call Candour
Refusal phrases, logged dodges, tone and uncertainty on the last four earnings calls, ranked across the filers.
10-K Risk Factor Churn
Sentences added and removed in the latest annual report's risk factors and MD&A against the year before.
Audit & Governance Flags
The auditor's opinion on internal control, red filings, SEC comment letters, fees, accruals, governance findings and insider sales.
The Podcast Heatmap (what investors said in public) and the industry map on Companies (the gain if management delivers) are the site’s other two maps.