The 5 Triggers Philosophy
Every stock has hundreds of data points. Every business has thousands of variables. But in both cases, a small number of high-leverage events drive outsized outcomes. We find those five triggers.
Why Five?
The name “5 Triggers” comes from a simple observation: when you study what actually moves stock prices or transforms businesses, it's never one thing and it's never everything. It's usually five or fewer catalysts that account for 80%+ of the outcome.
Applied to public markets, these are the five near-term events that could massively move a stock — an earnings beat, a regulatory ruling, a competitive response, a macro shift, or a management change.
Applied to a business, these are the five AI interventions that drive the biggest ROI — the high-leverage points in your revenue engine, margin structure, capital allocation, and risk profile.
We don't try to predict everything. We focus on finding the five things that matter most.
How It Works
Comprehensive Data Ingestion
We ingest SEC filings, earnings transcripts, market data, news, and alternative data sources. Our AI processes thousands of signals that no human analyst could track alone.
Catalyst Identification
Our AI identifies and ranks events by potential impact — earnings, regulatory decisions, competitive moves, macro shifts, and technical patterns. We narrow to the 5 that matter most.
AI-Powered Analysis
Machine learning models estimate probability, magnitude, and direction for each trigger. Bull and bear scenarios are constructed with specific financial projections.
Human Review & Enhancement
Every report is reviewed by a human analyst who adds domain expertise, verifies financial numbers, and refines the narrative. No report goes live without human approval.
Track Record & Accountability
Published predictions are timestamped and immutable. When triggers fire, we publicly score our accuracy — including our wrong calls. Credibility comes from transparency.
Practical AI × Corporate Strategy
Finance is the doorway to understanding a business and the environment it operates in — but the real work is corporate strategy. Most AI teams can't reason about strategy. Most strategists can't ship AI. We do both.
Practical AI
Built for ROI and competitive advantage — not papers, not demos.
- •Production-grade ML systems, agentic workflows, and LLM applications
- •Pragmatic build-vs-buy and quick-win-vs-moat decisions
- •Measured by impact: revenue, margin, capital efficiency, risk
Corporate Strategy
Finance is the doorway. Strategy is the work.
- •Business model, economic engine, and competitive positioning
- •Capital allocation, M&A, and build-vs-buy frameworks
- •Deep finance fluency — statements, valuation, structured credit (CLO/ABS/CMBS/RMBS), risk & catalyst analysis
The intersection is where the value lives. AI without strategy produces clever toys. Strategy without AI leaves competitive advantage on the table. We do both — in production.