Sources behind the analysis
Each report starts with a selected SEC 10-K or 10-Q, including statements, notes and management discussion. Quarterly statements are generally unaudited. We investigate material questions using relevant earlier filings, company plans, competitor disclosures and original industry or official data. The article identifies the sources actually used and its information cutoff.
We verify figures at their original source and cross-check SEC XBRL data where available. Comparisons account for periods, currencies, acquisitions and accounting definitions. Earlier LineVest reports help locate questions; original documents support the claims.
How a report is produced
The universe is U.S. large and mid-cap companies (the S&P 500 first, then mid-caps). The engine works through it in market-cap order, one company at most every 90 days, and picks whichever has a new periodic filing it has not yet covered.
Reports cover financial position, earnings and cash flow, with the opening conclusion followed by its evidence. We explain why management makes a material choice before weighing its benefits and costs. Research follows the company’s important questions rather than a fixed set of themes; it tests competing explanations and ends with a supported assessment.
Where AI is used
The drafting and the number-checking are done by AI models (OpenAI's GPT-6 Astra) under rules written by MinJeKim: which sources count, what must be verified, what may not be written (no price targets, no buy or sell language). MinJeKim owns the rules, reviews the output, and corrects errors in public.
Reports are labelled as AI-assisted. Nothing on this site is presented as the work of a human analyst alone.
Limits
The article distinguishes reported results, company forecasts, our calculations and assumptions. Forward-looking analysis explains the mechanism, time horizon and conditions behind an outcome. Any valuation context uses a dated price and an explicit basis. We do not provide target prices or personal buy/sell advice, interview management or continuously monitor a report after publication. New disclosures can change the assessment; AI-assisted checks can miss errors.
A fundamental read is not a trading recommendation. LineVest is not a registered investment adviser.