Earnings notes on the consumer-tech stocks you hold.
Margin reads the transcripts, the app reviews, the hiring data, and the press. Then publishes a short note before the print — scored against what happened next.
How it works
Step 1
Read everything
Margin pulls signals from every public surface a consumer-tech company exposes: filings and transcripts, the app stores, the hiring page, the news cycle. Daily.
Step 2
Write a note
A focused note before each earnings print. A binding question, a clear thesis, signals tracked with sources cited. 1,000–2,000 words.
Step 3
Score the note
After the print, an LLM judge scores the note against what happened. Wins and misses, with equal prominence. The track record is visible.