Jun 15, 2026
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8 min read
What the absence of a follow-on filing tells you, and why the disclosure record is built to show you beginnings but not endings.
Jun 8, 2026
7 min read
What a company’s debut promotional disclosure predicts about the next six months
Jun 1, 2026
6 min read
A single hire is a hypothesis. Two firms is a strategy. Three or more in the same disclosure window is a convoy, and it reads very differently from the sum of its cheques.
May 25, 2026
5 min read
Promotional spend rarely fires at random. It clusters around the events that move a stock, and the timing itself is the tell.
May 18, 2026
Why a second cheque to the same firm says more than the first
May 11, 2026
Read the Budget Before the Agency. The Size of the Cheque Tells You What Management Is Actually Buying.
