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Filing-watch for self-directed investors

You bought it for a reason.

Then the filings kept coming — and nothing was checking them against your reason.

Month 0
Your thesis · MRDN

Why I own it

Gross margin expanding
Net debt declining
Insiders buying

You screened. You read the 10-K. You took the position. Your reasons are sharp.

Two quarters of filings land. Your reasons live nowhere but your head.

The margin story broke in a spring 10-Q. You found out from the price — months after the evidence was public.

Write it down. We'll watch it

Theserio turns your reasons into checkable assumptions — and holds every new SEC filing against them.

Three steps · no reading required
Step 1 · Write

Say why you own it.

Plain sentences become checkable assumptions with thresholds. Paste tickers or import your screen — two minutes, once.

New assumption · MRDN
Gross margin expanding ≥ prior quarter
Net debt declining q/q ↓
Step 2 · Watch

We read the filings.

10-Q, 10-K, 8-K, Form 4 — scored against your thresholds the moment they hit EDGAR. Every number cited to its table. No model in between.

Step 3 · Hear

Most mornings: quiet.

One digest a day. Most days it's short. Some days it's empty — that's the point. It interrupts you only when a filing contradicts a reason you wrote down.

Tue · morning digest
Nothing to report.
All 12 tickers · assumptions holding
Thu · interrupt
Assumption contradicted — MRDN
“Gross margin expanding” · second consecutive quarter of contraction.
§ 10-Q · filed today

Six things Theserio will never do.

Not fine print. The design constraint the whole product is built around.

✕Tell you what to buy or sell
✕Give a price target
✕Call a company cheap or expensive
✕Rank stocks by how good they look
✕Suggest names you did not pick
✕Take money to cover or rank a company

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