Field notes on AI in business
Practical writing on AI, automation and the day-to-day work of running a business. From the team that builds and runs AI systems.
Regulation fd
How Regulation Fair Disclosure Changed Information Access for Retail Investors
Reg FD ended selective disclosure in 2000. Everyone now gets the same corporate information at the same time, so the edge moved from access to analysis.
Basel IsmailJul 10, 2026
Quality investing
Quality Metrics and Long-Term Returns: How ROIC Compounds
High-return, low-debt, steady-margin businesses tend to compound value quietly. Here is how to measure quality and pair it with valuation before you buy.
Basel IsmailJul 10, 2026
Eu AI act
The EU AI Act Delay: What the Digital Omnibus Changes for Mid-Size Companies
The EU pushed high-risk AI Act duties to December 2027, but chatbot transparency still lands August 2026. What moved, what stayed, and how to use the window.
Basel IsmailJul 10, 2026
Earnings management
How to Detect Earnings Management Before It Becomes Fraud
A practical guide to catching earnings management early, using the Beneish M-Score, accrual ratios, cash flow divergence, and the filing sections worth reading.
Basel IsmailJul 10, 2026
SEC forms
SEC Forms Explained: 10-K, 10-Q, 20-F, and 6-K
Domestic companies file 10-K and 10-Q. Foreign issuers file 20-F and 6-K. Here is what each form actually contains and how to use them for real analysis.
Basel IsmailJul 10, 2026
Bank analysis
How to Evaluate Bank Stocks Using Metrics That Matter
Banks don't behave like normal companies, so normal valuation metrics mislead you. Here's how to read NIM, credit quality, capital, and book value instead.
Basel IsmailJul 10, 2026
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Xbrl data
The Complete Guide to Using XBRL Data for Financial Analysis
XBRL turns SEC filings into structured data you can query for free. Where the data lives, which tags to trust, and how to build a clean analysis pipeline.
Basel IsmailJul 10, 2026
AI agents
The AI Agents Already Inside Your Software: What Embedded Agents in ERP and CRM Mean for Buyers
Salesforce, Microsoft, and SAP now ship AI agents inside software you already own. What that means for double-paying, governance gaps, and your next renewal.
Basel IsmailJul 10, 2026
Competitive intelligence
How to Use SEC Full-Text Search to Find Competitive Intelligence
EDGAR full-text search queries every SEC filing since 2001 at once. A practical guide to mapping competitors, suppliers, and industry trends from filings.
Basel IsmailJul 10, 2026
Factor investing
Factor Investing Explained: Momentum, Value, Quality, Size, and Volatility
Factor investing tilts a portfolio toward traits like momentum, value, quality, size, and low volatility. Here is how each one works and how to combine them.
Basel IsmailJul 10, 2026
Earnings analysis
How Earnings Surprise Patterns Predict Future Stock Performance
Stocks keep drifting in the direction of earnings surprises for weeks after the report. How to measure surprises, judge beat quality, and use the drift.
Basel IsmailJul 10, 2026
AI adoption
Five AI Tools and No Strategy: How to Consolidate a Sprawling SMB AI Stack
Small businesses now run a median of five AI tools, yet only 14% have AI embedded in core operations. A practical method for consolidating the stack.
Basel IsmailJul 10, 2026
1,319 articles