Helmbeam Research
Blog
Explore company analysis and practical stock-research articles on business results, valuation, funding risks and following the evidence.
Is your investment thesis broken? 7 developments to investigate
A stock thesis records why a company interests you and the assumptions behind that view. Revisit it when evidence changes those assumptions. The seven developments below cover demand, profitability, cash, funding, competition, reporting and transactions.
How to read an earnings report: 8 checks beyond EPS
Read an earnings release alongside the previous relevant report. Check the changes in sales, profit, cash, funding and shares, then separate management's guidance from the results already reported. The eight checks below show where to look.
Is a company turning around? 7 checks beyond one good quarter
Assess a company turnaround against the problem that caused it: lost customers, unprofitable sales, too much debt or a temporary disruption. These seven checks test whether demand, margins, cash and funding support the claimed recovery, and how ownership may change along the way.
7 places to find company financial statements
To find a company's financial statements, start with its filed report on SEC EDGAR or its investor-relations site. Stock Analysis, TIKR and Koyfin can make the figures easier to explore, while Qualtrim and Intrinsiqq offer charts of selected measures. Use these tools to find the number that interests you, then return to the report for its definition and the notes behind it.
7 SEC filings explained, including the difference between a 10-K and 10-Q
A 10-K explains the business and annual accounts; a 10-Q updates the results; an 8-K covers important events. Proxy statements, Forms 4 and 13F, and registration statements answer questions about ownership, shareholder decisions and offerings. Choose the filing that addresses what you want to find out.
Best stock-research websites: tools compared by the job you need done
SEC EDGAR gives you the original disclosure. A screener narrows the companies to investigate. Financial-analysis tools help you work through their accounts. These eight stock-research tools serve different purposes; the right one depends on where your research gets stuck.
7 tools for stock screening and fundamental research
Compare Finviz, TradingView, TIKR, Koyfin, Stock Analysis and Intrinsiqq by their stock coverage, filter definitions and access to company accounts. Qualtrim adds financial charts and a valuation calculator for examining the companies you find. A fundamental screener should leave you with a manageable group of companies and a clear reason each one appeared.
HSBC sells its Australian loan book: what changes before interim results
HSBC has agreed to sell most of its Australian retail loan book just four days before publishing its interim results. The transaction moves A$36.000bn of home and personal loans to funds managed by Blackstone and begins an 18-month wind-down of the bank's remaining Australian retail products.
Applied Digital earnings: why APLD revenue jumped 407%
Applied Digital's fiscal fourth-quarter result produced an unusually large headline: revenue reached US$258.748m, up 407% from a year earlier and 104.3% from Q3.
IBM Q2 2026 earnings: why the outlook fell to 4–5% growth
IBM's final second-quarter figures changed very little from the selected results it released eight days earlier. Revenue was US$17.162bn, Software grew 5.1%, Consulting grew 0.2% and Infrastructure fell 7.4%. Operating earnings per share remained US$2.93.
Vertical Aerospace stock: Farnborough flight, UK support and dilution
Vertical Aerospace completed a public transition flight at Farnborough and entered advanced discussions on up to £10 million of additional UK support. SEC filings show ordinary shares rose from 22.125 million at the end of 2023 to at least 132.679 million by 6 May 2026. An unchanged 100-share holding fell from US$688 on 29 December 2023 to US$160 on 20 July 2026, a 76.7% market-value decline across all effects. Its percentage ownership fell at least 83.3%. A July prospectus also registers up to US$500 million of shelf capacity with no committed funding or fixed share count.
ASML lifts 2026 guidance as Q2 sales rise 21%
ASML lifted its 2026 sales outlook to €43–45 billion, equivalent to 31.6–37.8% growth over 2025, after second-quarter sales rose 21.3% to €9.3265 billion and gross margin reached 54.0%.