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.
See it before you subscribe
The notes and the scores are public. Read the calls Margin has already published, and check them against what happened next.