The open shelf
The library
Long-form pieces on one subject: how natural language processing meets the quarterly earnings report. Free to read, quoted from filings, doubtful in the right places.
Pieces stand alone and share no required reading order. Terms are named where they appear, examples are illustrative rather than attributed to any company, and every technique is shown at its least flattering moment at least once.
Method piece
The quarterly release, read as text
How entity extraction, hedge counts and copied outlook phrases sort the parts of a release that changed from the parts that merely repeated.
Task survey
Four NLP tasks that carry earnings analysis
A field guide to the four tasks, shown against the recurring patterns of quarterly language: what each yields, and where its output must be checked by hand.
Sceptic's piece
What the machine reads badly in filings
Where the corpus resists the machine: softened verbs, template sentences and recast items that defeat tidy scoring.
A filing passage you want taken apart, or a correction to hand? The shelf grows by inquiry — write to the desk, and say what the evidence is.
Put a subject on the desk