Signal Proxy Intelligence
Every ballot item gets a position. On the record, within follows it.
Illustrative reports. Production cards should populate from the live SPI publication ledger.
Anatomy of a research profile
Every profile shows its work.
A research profile is a standing record, not a one-time article. Each one carries the same structure so a reader can audit the thesis against the evidence and track how it changes.
01 / THESIS
The question
A plainly stated thesis: what the record suggests and why it may matter to shareholders.
02 / RECORD
Source evidence
Filings, disclosures, complaints and market data, cited and linked to the original public source.
03 / TIMELINE
Sequence
A dated timeline mapping disclosure, events and market reaction onto a single view.
04 / RISK
Risk indicators
The specific signals under watch, banded by concern, updated as the record develops.
05 / UPDATES
Change log
Every revision is logged. Earlier positions remain visible; nothing is quietly edited.
06 / FALSIFIERS
What would change our view
The conditions that would resolve the question in the company’s favor, stated up front.
Active research
Reviews currently on the record.
High-density signals that crossed from monitoring into structured review. Each profile is public, sourced and versioned.
Consumer Practices · ACTIVE
DoorDash Pricing & Fee Transparency
Structured review of pricing transparency, service-fee disclosures, subscription representations and related platform practices.
View research profile →
AI disclosure · ACTIVE
AI Revenue Representation Investigation
Public-record review of revenue representations, disclosure consistency and the relationship between market narrative and reported performance.
View research profile →
CAPITAL FORMATION · MONITORING
Biotech Capital Formation & Disclosure
Research into capital formation, disclosure sequencing and investor-risk signals in a development-stage biotechnology context.
View research profile →
Governance · MONITORING
Board Refreshment & Committee Concentration
Tenure, interlocks and committee concentration across a cluster of issuers with overlapping directors.
View research profile →
DISCLOSURE · WATCH
Segment Reporting Consistency
Consistency between segment disclosures, MD&A narrative and reported results across recent filings.
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CAPITAL FORMATION · MONITORING
Subscription Auto-Renewal Practices
Enrollment, disclosure and cancellation friction across consumer-subscription issuers under emerging state-law scrutiny.
View research profile →
Monitoring vs active
Most signals stay in monitoring. A few earn a review.
Signal density is continuous. The bar to open an active review is evidentiary, not editorial: there has to be enough public record to state a thesis and a falsifier.
- Monitoring: a signal is logged and tracked, no thesis yet
- Watch: the pattern is strengthening and sources are being assembled
- Active: a thesis, evidence and falsifiers are on the public record
- Escalation is reversible; profiles can return to monitoring
Standards
How Signal keeps research defensible.
Public sources only
Every claim ties to a public filing, disclosure or record. No private or non-public material.
Evidence before conclusion
The thesis follows the record. Falsifiers are stated up front, not after the fact.
Named and versioned
Profiles carry a responsible byline and a methodology version that travels with the work.
Corrections stay visible
Revisions are logged and earlier positions remain on the record. Nothing is quietly removed.
The Signal Wire
Follow research as it develops.
New profiles, status changes and material updates, delivered when they publish.