- 4 min read
The Checklist Before the Story: How an Expected-Evidence List Turns an Acquisition Thesis Into a Count of What Is Missing
Management tells a compelling acquisition story, but you have no fixed list of what proof should accompany it; this post shows how deciding the checklist first makes the gaps countable.
- 6 min read
Why a Restructuring Biotech Gets No Credit for Its Story: How Lifecycle Stage and Capital Intensity Reweight the Same Six Pillars
A single composite score hides how much each dimension counted, so this post shows the published weighting arithmetic, with worked examples, so an analyst can see why two issuers with similar sub-scores land in different places.
- 5 min read
Same Score, Different Confidence: Why a 40 Out of 100 With Thin Disclosure Is Not a 40 With Three Quarters of Segment Data
A low score can mean a weak company or a company that simply disclosed little, and a single number hides which; here is how LacunaIndex reports how well-evidenced each score is, separately from the score itself.
- 4 min read
The Undated Citation: Why a Governance Score Can Look Current While Its Evidence Is Two Years Old
A report's timestamp tells you when it was scored, not when the disclosures behind it were actually said — this is how Lacuna surfaces a stale two-year-old citation hiding inside a freshly generated score.
- 4 min read
Same Metric, Different Quarter: The Comparability Checks Behind a Peer Median
A peer median looks authoritative even when one company is reporting a different quarter, a different currency, or only a slice of its business; this post walks through the checks LacunaIndex runs before it lets a peer set produce a verdict.
- 5 min read
The Trophy Case Test: Why "Award-Winning" Should Make a Diligence Analyst More Suspicious, Not Less
Investor decks lean on award badges and "best of" lists as proof of market leadership, but many of those badges are bought rather than earned, and a credibility model that scores the issuer, not just the headline, is the only way to tell the difference.
- 5 min read
The Hard Cap: Why "AI Credibility" Can't Score Above 35 Without a Revenue Line
When a scoring rubric lets fluent narrative move the same dial as hard disclosure, the more persuasive management team always wins, so LacunaIndex clamps specific score dimensions to a fixed ceiling until named disclosure items exist, sector by sector, regardless of how the story reads.
- 6 min read
No More Ghost Executives: Why Leadership Claims Need a Disclosure Trail, Not a Personality Label
When an AI-generated report calls an executive a "ghost" or scores them as a personality archetype, a diligence analyst has no way to check the claim against a filing -- LacunaIndex retired those labels and rebuilt leadership analysis around five disclosure-anchored fields instead.
- 4 min read
The Vintage Blend: What a Sector Valuation Median's "As Of" Date Doesn't Tell You
A sector median forward P/E stamped "as of today" is often built from peer observations taken days or weeks apart, and the timestamp rarely discloses that spread.
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