Inve Blog
Practical, evidence-first guides — grounded in the US earnings calls and filings we parse.
6 articles
What actually breaks when you point an LLM at earnings calls: wrong-company transcripts, missing quarters read as evasion, and the workflow that survives.
Earnings surprise analysis, reframed: companies clear their own EPS guidance 19 times in 20, so compare actuals to the original guide, not the moved one.
A beginner's guide to reading an earnings call transcript, from 6,100 parsed US calls: what one call gives you, and what only four side by side will.
P/E vs EV/EBITDA vs DCF, settled with real US filings: the gap between net income and free cash flow decides which method you can trust.
Read sector earnings trends from the calls, not the aggregate: build a cohort, track one shared metric, and split business change from assumption.
Track management guidance across quarters: a six-column ledger, the four fates of a commitment, and which guided metrics never get scored at all.