Concordal
Research loop
DiscoverMonthly Alpha Discovery
ADM-30 · 20-session repricing discovery

Which companies may be repriced over the next month?

Start with what can happen in the next 30 days, then trace profit transmission, what is already priced and the exact verification date. Stocks come last, not first.

IETVC causal chain
01
Information
New profit-changing information
02
Expectation
Gap versus priced expectations
03
Transmission
Industry change reaches company profit
04
Verification
A clear verification point in 30 days
05
Capital
Capital amplifies but does not create the thesis
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