From the Lab
Deep-dives using Provenance classifiers on real sectors, events, and companies. Every thesis is traceable back to the exact filing sentence that triggered it.
Three diverging paths across IT services, staffing, and consulting as AI reshapes demand signals from 300+ companies over 20 years of filings.
29 classifiers, 1.2M sentences. COVID breakdown at -2.4σ, now recovering toward pre-pandemic baseline.
22 classifiers, 4.2M sentences. COVID shock at -4.7σ, commodity boom at +3.3σ.
9 biotech classifiers, 10 years of filings. Strongest signal in company history.
14 classifiers detect financial distress. COVID shock at -3.5σ, recovery signals tracked across 800+ companies.
Quality biotech oscillators. 82% win rate, 75-day median hold, +62.5% avg return per wave.
How we extract signals from SEC filings and visualize corporate health trajectories across decades.
Velocity analysis reveals turning points that linear regression misses. The first derivative tells the story.
Identify companies with multiple distress signals firing simultaneously. When revenue declines and costs get cut — pay attention.
Management language reveals confidence levels. Awaiting new guidance classifiers from Argos.
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