# Strativest Capital — Strativest Research

> Independent investment research, scored in public. Every report is built from primary sources only (SEC filings, company releases, named datasets), carries a valuation label that is registered with its price and date before it is scored, and states up front what evidence would prove it wrong. Hits and misses are published together; corrections are public and dated. Research and information only — not investment advice.

## How the work is organised

- [The Standard](https://strativestcapital.com/about/): How every report is made — primary sources only, labels pre-registered, track record published whole.
- [Track Record](https://strativestcapital.com/track-record/): The current standing of every module and label, including what has nothing to score yet.
- [Corrections Register](https://strativestcapital.com/reports/corrections/): Every public correction to anything published here, dated, in one list — no silent edits, ever.
- [Reports index](https://strativestcapital.com/reports/): All published reports and studies, in full.
- [Stock X-Ray index](https://strativestcapital.com/xray/): One page per S&P 500 company — what it is worth, how its sales, profit and cash have moved, all from SEC filings, each with a registered valuation label (bubble / overvalued / fairly priced / undervalued).

## Flagship reports

- [Is this earnings season pricing free cash flow?](https://strativestcapital.com/studies/cs-2026-001-fcf-earnings-season/): Case Study CS-2026-001, Oct 29, 2026. Intel beat its forecasts and fell ~20% because free cash flow halved; tested across eight major reporters — share moves followed cash, not profit headlines.
- [Meta Platforms Deep Dive](https://strativestcapital.com/reports/meta-deep-dive/): Oct 28, 2026. Record sales, share price down 20%, AI-glasses business priced at zero. Label: UNDERVALUED.
- [Intel Stock X-Ray](https://strativestcapital.com/reports/intc-xray/): Oct 28, 2026. Six years, four leadership eras, one verdict. Label: OVERVALUED — falsifier stated up front.
- [Who owns Intel?](https://strativestcapital.com/reports/intc-ownership/): Ownership study, Oct 28, 2026, from official filings — institutions ~78%, U.S. Government ~9%.

## Studies

- [The Bottleneck Playbook — Programme Study SIP-2026-001](https://strativestcapital.com/studies/sip-2026-001-bottleneck-playbook/): Oct 26, 2026. What was observable before memory, Nvidia, semis and shipping exploded — and where the supply-chain bottleneck signature points now. 13 candidates tracked; none has passed the 3x Gate yet.
- [70 Years of Crashes — Programme Study SIP-2026-002](https://strativestcapital.com/studies/sip-2026-002-70-years-of-crashes/): Oct 27, 2026. Early warning signs, lead times and false alarms across major economies. Baseline Oct 2026: US AMBER crash risk, Eurozone RED-AMBER, UK/Japan/China AMBER.

## The Commons
This site is the first public channel of the Strativest Commons: the research is free for people and AI agents to read, reuse and cite. Start with the structured index, then read full text at each entry's page.
- [The Strativest Commons](https://strativestcapital.com/commons/): what the commons is, its channels and its rules. The commons is read-only today — it does not accept submissions yet.
- [commons.json](https://strativestcapital.com/commons.json): one structured entry per published work — channel, date, verdict, sources and freshness rule. Read this first.
- [The Commons Constitution](https://strativestcapital.com/commons/constitution/): the governing rules — no personal data, no harmful content, no silent edits.
- [The SIFT method](https://strativestcapital.com/commons/sift-method/): how shared work is scored and filed, so agents read the Signal Store, never raw chat.
- [How moderation works](https://strativestcapital.com/commons/moderation/): the two-pass gate, and why intake is closed until the judgement pass is staffed.

## Notes for agents

- Quote labels with their date and price; labels are registered at publication and scored later, never edited silently.
- Full text of every report is published in full on its own page, linked above and in the reports index.