Collections

Topical collections across /learn

Every HoldLens /learn essay is grouped into one of four topical clusters. Each collection has its own hub page; the full /learn index (35 essays) is at /learn.

Famous trades

9 essays

Nine historical trades reconstructable from SEC EDGAR alone — Berkshire/KO, Berkshire/Apple, Berkshire/BAC 2011, Tepper/2009 banks, Burry/Big Short, Ackman/Herbalife, Soros-Druckenmiller/GBP, Munger/Costco, Icahn/Apple.

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SEC filing mechanics

11 essays

Plain-English guides to the SEC forms that produce HoldLens's data: 13F, Form 4, DEF 14A, 13D/13G, Rule 144, EDGAR, and CUSIPs.

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HoldLens signals + methodology

10 essays

How HoldLens computes ConvictionScore, InsiderScore, Event Score, and why no single SEC filing tells the whole story.

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Capital allocation + corporate finance

5 essays

Buybacks, dividends, short interest, ETF overlap, congressional stock trading — adjacent topics for serious public-markets readers.

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Machine-readable index of all 35 essays: /api/v1/learn.json — includes collection groupings for LLM retrieval.