Saved screens, shaped by thesis, not factor.

Each screen is a sentence we wrote, then encoded. Open one in Adamas Terminal to inspect peers, layout, and the thesis it's wired to.

SC-NA-CMTX · v3 · 14 names▲ active

North American specialty cement & near-peers.

Built around CLST's pivot. Filters on capex velocity, specialty mix as % of revenue, and segment reporting granularity. Wired to T·184.

Avg specialty %11.4

EV/EBITDA median9.2×

Owner D. HalberdLinked T·184Updated 22 Apr

SC-RE-RES · v2 · 26 names~ working

Reinsurers releasing reserves into a hardening book.

Catches the pattern that drove the SVRN flag: 2+ consecutive quarters of "favorable development" against a hardening market backdrop.

Avg release %3.4

P/B median1.18×

Owner S. OkaforLinked T·180Updated 15 Apr

SC-IND-OWN · v1 · 42 names▲ active

Insider buying ≥ 3% of float since last earnings.

Open-market only, excludes 10b5-1 plans. Source signal for two of our 2025 initiations. Hits filter against the dossier scoring before promotion.

Avg buy size4.8%

90d follow-thru+11%

Owner D. HalberdLinked T·179, T·175Updated 24 Apr

SC-CAPEX-Δ · v2 · 18 names▲ active

Capex resequenced or reclassified within last two filings.

Where companies move money differently from how they narrate it. Currently produces three escalations to dossier review per month.

Reseq incidence3 / mo

Convert to thesis22%

Owner L. PetrovLinked T·184, T·176Updated 23 Apr

SC-CFO-XIT · v1 · 31 names~ working

CFO transitions paired with working-capital choreography.

Catches the VRDN pattern: AP/AR shifts in the two quarters before a CFO replacement is announced. Most filed dossier flags from this screen are governance-grade.

Hit rate37%

Median lead8 mo

Owner S. OkaforLinked T·183Updated 21 Apr

SC-BO-RECON · v1 · 12 names▲ flagging

Beneficial-ownership disclosures that don't reconcile.

A governance net rather than an investing net. Three of twelve current hits sit on our Flag list and one drove KRYO's escalation.

Open flags3

Avg gap %2.4

Owner D. HalberdLinked T·178Updated 10 Apr