Methodology

Two independent sources

Every fact in an episode is checked against two independent sources, or one official dated source such as a regulatory filing. The sources are listed at the bottom of each episode page. Fast-moving numbers such as share prices or market value are dated. Company plans for future years are labelled as plans, not facts.

Company data

Numbers on company pages come only from official filings on SEC EDGAR (XBRL “company facts” and filing indexes), each with the form type, filing date and period. Revenue for the latest fiscal year must come from the latest annual report; if it does not, the field is marked TBD. Fields without a verified official source are marked TBD, and pages with any TBD field are kept out of search indexes (noindex) and out of the sitemap until they are complete. Company data was last retrieved on 5 November 2026.

Transcripts

Transcripts are taken from the video captions and split by the video's chapters, with timestamps that link to that moment on YouTube. Corrections to statements in a video are marked inline.

No price targets

We do not publish price targets, per-share values or valuation multiples. Sentences like that are removed from transcripts and descriptions automatically and the page marks where something was removed. Chapters in which the author presents personal valuation scenarios are not reproduced; watch the video for full context. Analyst price targets are not listed among the sources on this site.

Disclosure

The author may hold shares in companies discussed. See the Disclosure page.

AI illustrations

Some visuals in the videos are AI-generated. They are labelled “AI illustration” and never show real people.

Corrections

If we get something wrong, we fix it and add a dated note on the page.