Phase 1 · Master framework
The Pod
A quantitative encyclopedia of corporate behaviour — how companies are born, grow, compound, decline and fail. Scored on identical categories so the patterns repeat across sectors.
Companies scored
5
Master template + comparison universe
DNA categories
7
Company · Financial · Market · Earnings · Macro · Events · Behavioural
Earnings events indexed
847
Across the universe; expanding as we load history
Behavioural patterns
32
Probe-style yes/no/mixed signals per ticker
The end goal
Build a behavioural layer on top of 30–40 years of price history.
The Pod shifts the focus from storing historical data to extracting reusable intelligence. Same playbook, every company — scored with the same axes.
Open Tesla master dossier- 1
Master framework
Score every company on 7 DNA categories so the pattern repeats.
- 2
Sector frameworks
Leader, pioneer, challenger, median, failure per sector.
- 3
Elite performers
Compounders, cyclical winners, turnarounds, hypergrowth, dividend.
- 4
Cross-sector
Why do healthcare firms outlive tech? Why do utilities rarely fail?
- 5
Predictive engine
Query thousands of earnings events by behaviour, not just price.
The 7 DNA categories
Every company, scored the same way.
Phase 1 — Master Framework. The point isn't to understand Tesla; it's to build the framework that every future company follows.
Static facts
Industry, sector, IPO date, age, founder, CEO history, HQ, business model, revenue streams, geography.
- Industry & sector
- IPO date & company age
- Founder-led?
- +2 more fields
Built from every SEC filing
Revenue, margins, EPS, FCF, cash, debt, ROIC, ROE, share count, buybacks, dilution, capex, R&D, SG&A — and growth derived from all of it.
- Revenue · margins · EPS · FCF
- Cash · debt · ROIC · ROE
- Buybacks vs dilution
- +2 more fields
How institutions treated the stock
Instead of just price: IPO performance, ATH timeline, drawdowns, recovery, beta, RS, vol, ownership, short, float, splits, indices.
- ATH timeline + drawdowns
- Beta, RS, realised vol
- Institutional + insider ownership
- +2 more fields
Every release is an event
Track actual vs forecast vs prior-year for EPS and revenue. Then derive beat %, miss %, surprise %, gap, 1d / 5d / 20d returns.
- Beat % / miss %
- Surprise % (EPS + revenue)
- Gap up / gap down
- +2 more fields
What was the macro context?
Around every earnings event: rates, CPI, PPI, NFP, oil, DXY, VIX. Now you can answer 'when does this stock actually outperform?'
- Fed funds · CPI · PPI · NFP
- Oil · DXY · VIX
- Regime-conditional returns
- +1 more fields
Structured history
Every major event is another feature: CEO change, acquisition, share offering, split, product launch, regulatory issue, factory opening, legal case.
- CEO change · acquisition
- Share offering · split
- Product launch · regulatory
- +1 more fields
The personality layer
Probe questions, answered YES / NO / MIXED with sample size and evidence. This is where the long-term edge lives.
- Outperforms after raising guidance?
- Sell off after good earnings?
- Recovers quickly?
- +2 more fields
Master template + comparison universe
Behavioural scorecard.
Ranked by EPS beat rate weighted with average 5-day return after earnings — a quick way to spot behavioural outliers.
| # | Symbol | Sector | Beat rate | Avg 5d ret | CAGR 5y | Score | |
|---|---|---|---|---|---|---|---|
| 01 | NVDANVIDIA Corp. | Technology | 88% | +5.8% | 64.3% | 84 | Dossier |
| 02 | VVisa Inc. | Financials | 80% | +1.0% | 9.8% | 70 | Dossier |
| 03 | MSFTMicrosoft Corp. | Technology | 78% | +1.2% | 16.8% | 69 | Dossier |
| 04 | COSTCostco Wholesale | Consumer Staples | 70% | +1.3% | 12.8% | 65 | Dossier |
| 05 | TSLATesla, Inc. | Consumer Discretionary | 53% | +2.6% | 25.4% | 57 | Dossier |
Phase 2 · Sector frameworks
Leader · Pioneer · Challenger · Median · Failure
Every sector gets its own ecosystem. The Median shows what 'normal' looks like; the Failure teaches as much as the Leader.
Technology
14.6% avg 20y CAGR · 22y avg survival
Consumer Discretionary
9.4% avg 20y CAGR · 19y avg survival
Consumer Staples
8.7% avg 20y CAGR · 32y avg survival
Financials
9.1% avg 20y CAGR · 28y avg survival
Phase 3 · Elite performers
Compounders · Cyclical winners · Turnarounds · Hypergrowth · Dividend.
Phase 3 classifies the universe by behavioural pattern, not market cap.
Compounder
4
Top: MSFT
Cyclical Winner
3
Top: NVDA
Turnaround
3
Top: AAPL
Hypergrowth
3
Top: TSLA
Dividend Compounder
3
Top: JNJ
Phase 5 · Predictive engine
Query the event database.
Every earnings release becomes an event. Click a preset to see how many historical events match the criteria.
- matches87
Beated EPS by >15%, raised guidance, expanding gross margins, within 10% of ATH
epsSurpriseMin=15 · guidanceDirection=raised · marginExpansionMin=1 · athDistanceMaxPct=10
- matches213
Missed EPS but rallied >5% in the following month
epsSurpriseMin=-10 · forwardReturnMinPct=5 · forwardReturnDays=20
- matches142
Pre-leadership characteristics: small market cap, accelerating revenue, positive earnings revisions, insider buying
revenueSurpriseMin=10
- matches1,844
Outperformance during Fed-cutting cycles, last 30 years
macroRegime=Fed cutting
- matches122
Election years, EPS beats only, top quartile
macroRegime=Election year · epsSurpriseMin=5
- matches68
Recession quarters, defensive names that still beat
macroRegime=Recession · epsSurpriseMin=0
Master template
Tesla — scored on every axis.
Use Tesla as the reference. Every other company will eventually share this shape.
CAGR since IPO
+38.4%
2010 → today · 16y
Earnings beat rate
53%
Across 32 quarters
Max drawdown
-73%
Recovery 28m · β 2.12