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How Alpha Analyst is redefining investment research. Insights, team perspectives, and the latest on building AI for finance.

What Does Caterpillar (CAT) Actually Do?
Company Deep-DiveUSA
CAT US

What Does Caterpillar (CAT) Actually Do?

A plain-English map of Caterpillar’s end markets, segment engines, and what to monitor in the 10-K each quarter

What Does UnitedHealth Group (UNH) Actually Do?
Company Deep-DiveUSA
UNH US

What Does UnitedHealth Group (UNH) Actually Do?

A plain-English map of UnitedHealthcare vs Optum, how the four segments make money, and what to track in filings each quarter

What Does IBM (IBM) Actually Do?
Company Deep-DiveUSA
IBM US

What Does IBM (IBM) Actually Do?

A plain-English breakdown of IBM’s hybrid cloud and AI strategy, how each segment makes money, and what to track in filings

What Does Netflix (NFLX) Actually Do?
Company Deep-DiveUSA
NFLX US

What Does Netflix (NFLX) Actually Do?

A plain-English map of the streaming model: how subscriptions and ads become revenue, what drives content spending, and what to track in filings

What Does AbbVie (ABBV) Actually Do?
Company Deep-DiveUSA
ABBV US

What Does AbbVie (ABBV) Actually Do?

A plain-English map of the biopharma model: how a drug portfolio becomes revenue, what drives margins, and what to track in filings

What Does AMD (AMD) Actually Do?
Company Deep-DiveUSA
AMD US

What Does AMD (AMD) Actually Do?

A plain-English map of the product portfolio, who buys each chip family, and how AMD’s three segments show up in filings

What Does Exxon Mobil (XOM) Actually Do?
Company Deep-DiveUSA
XOM SE

What Does Exxon Mobil (XOM) Actually Do?

A plain-English map of the integrated oil model, the segment structure, and a filing-reading checklist for investors

What Does Costco (COST) Actually Do?
Company Deep-DiveUSA
COST US

What Does Costco (COST) Actually Do?

A plain-English breakdown of the membership warehouse model, where profits come from, and the operating metrics investors should track

What Does Bank of America (BAC) Actually Do?
Company Deep-DiveUSA
BAC US

What Does Bank of America (BAC) Actually Do?

A plain-English map of how a large U.S. bank earns money, what the major business lines are, and which disclosures usually move the stock

What Does Johnson & Johnson (JNJ) Actually Do?
Company Deep-DiveUSA
JNJ US

What Does Johnson & Johnson (JNJ) Actually Do?

A plain-English map of its two segments (Innovative Medicine and MedTech), how each makes money, and a checklist for reading J&J filings

What Does Mastercard (MA) Actually Do?
Company Deep-DiveUSA
MA US

What Does Mastercard (MA) Actually Do?

A plain-English map of the payment network, who pays the fees, and why “net revenues” show up in five key buckets