Published notes
How to Read SEC Filings Like an Intelligence Analyst (Not an Accountant)Most people who read 10-Ks read them like accountants — looking for the numbers. Intelligence analysts read for the language, the omissions, and the changes between filings. The edge is in the delta, not the data.8 min read The Job Posting Intelligence Method: What Hiring Tells You Before the Press ReleaseCompanies reveal their strategic roadmap through job postings months before they announce it publicly. Headcount, skill requirements, and location signals are some of the most reliable leading indicators in competitive intelligence.7 min read LinkedIn as a Competitive Intelligence Platform (Most People Use It Wrong)LinkedIn is not a networking tool for intelligence analysts — it's a database of professional intent, organizational change, and strategic signals. Here's the systematic approach that surfaces what most people miss.7 min read How Earnings Calls Are Read by Analysts vs. Everyone ElseRetail investors watch earnings calls for the headline numbers. Professional analysts listen for what management doesn't say, how they say what they say, and what questions they deflect. The transcript is the intelligence.8 min read Why Board Changes Are One of the Highest-Signal Events in Competitive IntelligenceMost analysts track executive departures. Fewer track board composition changes — which are often more predictive of strategic direction. Here's how to read board changes as competitive intelligence.6 min read The Supply Chain Signal Method: Reading Competitors Through Their VendorsYour competitors buy things. They hire vendors. They use services. And their vendors often disclose more about their customers' strategic direction than the companies themselves do. Here's how to build intelligence from the supply chain.7 min read Reading Regulatory Filings for Competitive Intelligence Beyond the SECSEC filings are the starting point. The broader regulatory disclosure ecosystem — FTC, FCC, CFPB, international equivalents — contains competitive intelligence that most analysts never look at. Here's the expanded regulatory intelligence landscape.7 min read The Conference Intelligence Playbook: Extracting Signal from Industry EventsIndustry conferences are intelligence operations that most attendees treat as networking events. The presentations, the side conversations, the sponsor halls, and the attendee lists are all intelligence sources — if you're approaching them systematically.7 min read The Press Release Intelligence Decode: Reading What Companies Don't SayPress releases are corporate communications crafted by PR teams to control the narrative. Reading them for intelligence means reading past the spin to find the signal. Here's the systematic approach.6 min read Dark Data: The Intelligence in What Doesn't Get PublishedThe most valuable intelligence is often not what's said publicly — it's what's conspicuously absent. Understanding dark data — the signals in silence, omission, and withdrawal — is a critical skill for intelligence analysts.7 min read