Description

Graham and Deborah build a full stock research dashboard from scratch using Claude, then use it to take apart a company's latest quarterly results in real time. The data comes straight from SEC EDGAR, the build runs off a single prompt and some back-and-forth, and the output is the kind of analysis that used to need an expensive terminal and a team behind it.

Learning Objectives

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1. Determine how to build a live earnings dashboard with Claude Code and free SEC EDGAR data.
2. How fast the cash is going: free cash flow against revenue and a $100bn balance.
3. Why operations covered only 12% of CapEx and where the rest came from.
4. The $100bn revenue claim against the $31.3bn the quarter implies.
5. CapEx at 6.4x depreciation as a growth-stage signal.
6. The stock-based comp add-back debate and the widening adjusted-EBITDA wedge.
7. What the dashboard is missing for a real investment call.
8. The democratization of financial data and what it means for retail investors.