The Investor Council · auditable equity research
Unfair Signals scores every US equity through eight auditable investing lenses — Buffett-style quality, Graham-style value, insider conviction, the tape, and more — then Ender, our AI analyst, shows you exactly where they part ways, and why. No black box: every verdict decomposes to the number, the threshold, the points.
| Ticker | Council | Smart money | Cut | Δ 30d | Catalyst |
|---|---|---|---|---|---|
| CRDO | 6/8 favourable | INSIDER BUY | DEEP DIVE | +22.4% | Hyperscaler capex |
| TPG | 5/8 favourable | 13F ACCUM | DEEP DIVE | +11.8% | AUM inflection |
| RKLB | 4/8 split | CALL FLOW | WATCH | +8.1% | Neutron cadence |
| PTON | 1/8 favourable | SHORT 24% | FALLING KNIFE | −14.6% | Velocity warning |
| DJT | 0/8 · no data | — | NOISE | −3.2% | No catalyst |
The same stock, seen through eight investing philosophies at once — grouped into four schools that naturally disagree. Durable Quality likes the business; Margin of Safety thinks it's too expensive; Insider Conviction notices seven directors just bought $4.1M of it. The disagreement is the insight.
Six of eight favour CRDO. Both holdouts are value lenses — the disagreement is entirely about valuation, not the business. The growth and behavioral schools are aligned, and insider conviction is unusually strong.
Lenses apply investing philosophies associated with these investors. They are not endorsed by, affiliated with, or representing any of them. Stance labels describe alignment with a philosophy — not a recommendation to buy or sell.
The lenses do the scoring, deterministically. Ender does the judgment a desk does: it reconciles the disagreement, writes the memo, answers your questions, and builds screens from a plain-English prompt. It narrates what the rubric found — it never overrides the number.
Reads where the eight lenses agree and clash, and tells you what the disagreement is actually about.
A full thesis per name, every claim cited. "Why did short interest jump on PTON?" — answered against primary sources.
"Profitable small-caps with insider buying under 15x earnings." Ranked results in seconds.
The hub runs ten screens. We organize them the way an analyst thinks: by lens, by preset screen, by what's live right now, and by what the AI surfaces.
Every name is cross-checked against the signals that move ahead of price — and the strongest of them, insider buying, is a first-class voice on the Council as the Insider Conviction lens.
How a name sorts in the daily cut — a separate axis from the Council (the Council scores the philosophy fit; the cut classifies the move). We don't hand you a watchlist of 400.
Full memo. Conviction-backed thesis. The names worth your attention this cut.
Movement worth tracking. Background context that feeds the next deep dive.
Moves where velocity itself is the warning — momentum, not signal.
Movement without signal. Filtered out so it stops costing you attention.
Every mover is graded by one question: is there a real catalyst, or is it just noise wearing a big number?
Guided hyperscaler capex above consensus; insider cluster-buy two days prior. Ender: thesis intact.
Down on volume with no filing, no flow confirmation. Graded Falling Knife — momentum, not signal.
Spike without filings, flow, or fundamentals. Graded Noise — surfaced, then filtered.
The table grows as new calls clear their active window. Net alpha is measured against SPY over the same dates. We publish the misses too.
| Ticker | Call date | Cut | Entry → peak | Days | Return | SPY (same) | Net alpha |
|---|---|---|---|---|---|---|---|
| CRDO | 04-02 | DEEP DIVE | 28.40 → 41.10 | 34 | +44.7% | +3.1% | +41.6% |
| TPG | 03-19 | DEEP DIVE | 52.10 → 61.80 | 41 | +18.6% | +2.4% | +16.2% |
| HIMS | 02-27 | WATCH→DD | 19.90 → 27.40 | 52 | +37.7% | +1.8% | +35.9% |
| PTON | 03-08 | FALLING KNIFE | flagged 9.80 | — | −21.3% | +2.0% | +23.3% |
| WBD | 04-15 | DEEP DIVE | 9.20 → 8.40 | 29 | −8.7% | +1.1% | −9.8% |
One product, three densities. Tell Ender how you want to work — same data, same calls underneath, only how much it shows and explains changes. A mode, not a skill rank. Change your mind anytime.
✦ How should Ender work with you? pick a door
A curated three lenses, chosen to show the disagreement, each with a plain-language gloss and tap-to-define terms. Calm and disciplined.
"6 of 8 favourable," Ender's one-line synthesis, and the two strongest plus one weakest lens. The brief, no more.
All eight lenses, criteria, each lens's hit-rate, and weight the council — sliders that build your own house view. This is terminal.unfairsignals.com.
The product is invite-only. The research isn't. Field Notes is where we work in the open — methodology, post-mortems, and what the tape is telling us this week.
A 30% drop is not a discount. The four signals that separate a real dislocation from a value trap, with worked examples from this quarter.
Read noteNot all Form 4s are equal. The difference between a cluster buy that matters and routine purchases that don't.
Read noteBuffett, Lynch, and Ender don't filter for the same thing. The disagreement between them is the point.
Read noteWe keep the room small on purpose. Request access and we'll send today's cut with your invite.
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