Case Studies

We show our work.

Long-form breakdowns of real workbook runs: the models, the logic, and the evidence trail behind every number.

Featured Series

Evidence vs. Opinion I · II · III

Three workbooks. Two AI tools. Same question: what is this company worth?

Claude produced impressive first drafts. The difference is what survives review.

$125.68
$170.88
$185.48
Sharpe AI Claude runs

Evidence vs. Opinion I

The Captive Finance Trap

The hard part was not the forecast. The hard part was knowing where the money went.

Valuation bridge13 min readRead
$12.18
$23.41
$25.33
Sharpe AI Claude Market price

Evidence vs. Opinion II

When the Numbers Agree

You are not buying the answer. You are buying the ability to show your work.

Forecast testing12 min readRead
$55.08The bid
$36.66Claude Run 1
$27.06Claude Run 2
$15.03Sharpe AI

Evidence vs. Opinion III

The Price Got in the Way

The share price is not always evidence. Sometimes it is the thing the model must be protected from.

Anchoring14 min readRead

More coming

Model GenerationModel AuditValuation LogicForecast TestingAI vs Finance WorkflowSpreadsheet Crime FilesProduct Notes