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.
Value investing
Value Investing in the AI Age: How Traditional Methods Still Apply
Value has lagged growth for over a decade, but the math still holds across full cycles. Here is how to run Graham and Dodd with modern AI tools.
Basel IsmailJul 7, 2026
AI agents
Agentic AI in Business Operations: What Actually Ships in 2026 vs What Demos Well
Gartner expects 40% of enterprise apps to embed AI agents by end of 2026. Here's which agent use cases actually run in production, and a checklist for buyers.
Basel IsmailJul 7, 2026
Small cap
Small-Cap Company Analysis: Challenges and Methods When Analyst Coverage Is Zero
How to analyze small-cap companies with zero analyst coverage: reading filings nobody reads, building your own estimates, and sizing for thin liquidity.
Basel IsmailJul 7, 2026
Debt analysis
How to Evaluate a Company's Debt Structure and Refinancing Risk
A practical guide to reading a company's debt footnote: maturity schedules, fixed versus floating exposure, covenants, revolver capacity, and refinancing risk.
Basel IsmailJul 7, 2026
Supply chain
How to Analyze a Company's Supply Chain Risk Using Public Disclosures
A practical guide to reading supply chain risk out of 10-Ks: supplier concentration, geographic exposure, inventory footnotes, and cash cycle signals.
Basel IsmailJul 7, 2026
Earnings calls
The Art of Reading Between the Lines in Earnings Call Transcripts
How to decode management language on earnings calls: confidence signals, hedging patterns, dodged questions, and the tone shifts that precede results.
Basel IsmailJul 7, 2026
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Working capital
How Working Capital Trends Reveal a Company's Operational Health
A practical guide to reading DSO, DIO, DPO, and the cash conversion cycle so you can spot operational trouble quarters before it reaches earnings.
Basel IsmailJul 7, 2026
Embedded finance
The Rise of Embedded Finance Analytics in Non-Financial Companies
Retailers, SaaS companies, and manufacturers are building bank-grade financial analytics into daily operations. Why it's happening and how to spot it in filings.
Basel IsmailJul 7, 2026
Financial dashboard
Building a Real-Time Financial Monitoring Dashboard for Any Public Company
A practical guide to building your own company monitoring dashboard with SEC EDGAR filings, free market data, and Python, without the terminal price tag.
Basel IsmailJul 6, 2026
Valuation
Why Comparing Companies Across Industries Using P/E Ratios Misleads Investors
P/E ratios differ across industries for structural reasons. Here is why cross-sector comparisons mislead investors and which valuation metrics work better.
Basel IsmailJul 6, 2026
Company analysis
Building a Company Analysis Framework from Zero Using Public Data
A step-by-step framework for analyzing any company with free public data: SEC filings, proxy statements, FRED, court records, and the ratios that matter.
Basel IsmailJul 6, 2026
Mda
What Management Discussion and Analysis Sections Actually Reveal About Company Strategy
Most investors skip the MD&A. Here is how to read it in fifteen minutes: what to skim, what to compare year over year, and the red flags that actually matter.
Basel IsmailJul 6, 2026
1,319 articles