Topical collections across /learn
Every HoldLens /learn essay is grouped into one of four topical clusters. Each collection has its own hub page; the full /learn index (35 essays) is at /learn.
Famous trades
9 essaysNine historical trades reconstructable from SEC EDGAR alone — Berkshire/KO, Berkshire/Apple, Berkshire/BAC 2011, Tepper/2009 banks, Burry/Big Short, Ackman/Herbalife, Soros-Druckenmiller/GBP, Munger/Costco, Icahn/Apple.
SEC filing mechanics
11 essaysPlain-English guides to the SEC forms that produce HoldLens's data: 13F, Form 4, DEF 14A, 13D/13G, Rule 144, EDGAR, and CUSIPs.
HoldLens signals + methodology
10 essaysHow HoldLens computes ConvictionScore, InsiderScore, Event Score, and why no single SEC filing tells the whole story.
Capital allocation + corporate finance
5 essaysBuybacks, dividends, short interest, ETF overlap, congressional stock trading — adjacent topics for serious public-markets readers.
Machine-readable index of all 35 essays: /api/v1/learn.json — includes collection groupings for LLM retrieval.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.