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Investment intelligence
Pressure-test investment theses with historical evidence on business quality, capital allocation, and management decisions.
Explore this field →Published intelligence packs
Buffett & Berkshire
Investment principles and capital allocation across Buffett and Abel shareholder letters and Berkshire filings, with explicit author attribution.
48 source documents · maintained-corpus
Analyze this pack →Reason across time
What was knowable then.
What the evidence supports now.
Keep a decision in its original context. Then bring in later evidence and see what holds, what changed, and what remains unresolved.
How historical reasoning works
A historical thesis is assessed using evidence available at its cutoff before later information is introduced. Publication dates, source versions, and gaps remain inspectable. Coverage controls what can be answered.
Public evidence does not establish everything a decision-maker knew. Historical reconstruction is not proof of foresight or a quantitative investment backtest. Connections across fields remain hypotheses until supported by evidence.
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