TWO SPOTLIGHT FAMILIES
Spotlights
Every Spotlight belongs to one of two families right now. Neither has a backing module or a published piece yet — both are in active development.
Earnings Quality & Forensic
Where reported earnings and the cash a business actually generates diverge — receivable stretch, aggressive revenue recognition, and one-off gains dressed up as operating performance — read quarter by quarter alongside management's own commentary, flagging language and figures worth carrying into the next quarter's review.
No live coverage yet — in development
Valuation-with-Forensic-Discount
Standard valuation work, re-run after our forensic adjustments — what a multiple looks like once you strip out the earnings quality issues a plain screener wouldn't catch.
No live coverage yet — in development