SEC filings

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 27, 2025 by Sanjay Ayer · across every show →

Everything said about SEC filings, oldest first

Oct 27, 2025 positive
Disclosure
Trigg: WCM Built AI Models to Detect Moat Trajectory Changes
“We're building tools to really codify mode trajectory and culture into a model. How do you diagnose change in the company's mode? Look at it today. Put all this data in there, whether it's SEC filings, transcripts, sell-side reports, expert transcripts, and lo…”
Sanjay Ayer Oct 27, 2025 ▶ 38:56 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
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