MRKI: ownership + quality now corroborate independently
First insider cluster in four years landed two weeks after cash conversion improved to 0.94. Valuation still 11.2× FCF vs 14.1× 5-year median.
Open dossier →Ranked by governed conviction: 1 gated high-conviction candidate, 1 blocked by an unresolved contradiction, 4 accumulating evidence.
Deterministic screens over point-in-time XBRL facts — runs before any model sees a name.
Form 4 clusters, 13D/G stakes — corroborates, never initiates.
House PTR bands, lag, clusters — raises the ownership family only.
Form D, SBIR progression, repo execution proxies — separate score model.
Dated events, confirmed vs derived estimates, materiality thresholds.
Daily marks, multiples, benchmark series — canonical provider undecided.
Adversarial pass on every promotion; contradictions gate conviction.
12–20 FRED series with point-in-time vintages — regime input to risk.
Ingested PTR-2026-082533 (Rep. Marchetti, HLWD purchase); cluster-hlwd-aug now spans 3 members.
Refreshed multiples against the 2026-08-27 close; MRKI valuation family 70 → 74.
HLWD receivables contradiction kept unresolved; composite trimmed 74 → 71. Promotion stays blocked.
MRKI buyback-window objection resolved: filers bought outside plan, no 10b5-1 flags.
Alert fired: MRKI composite crossed 75 (66 → 78). Dedupe key opp-mrki:score-threshold:75.
Insider scan: MRKI 3 net buyers (first cluster since 2022); OXFD 4 net buyers.
Loomweft team read: maintainers ran a widely adopted build-cache project; bus factor 2 flagged.
Manual review queued (rj-ct-6): PTR asset name partially illegible, owner undisclosed.
First insider cluster in four years landed two weeks after cash conversion improved to 0.94. Valuation still 11.2× FCF vs 14.1× 5-year median.
Open dossier →Receivables growing 2× revenue. Growth and catalysts corroborate, but the gate holds until the skeptic resolves con-hlwd-recv.
Open dossier →Composite is provisional while the canonical price provider remains undecided (owner decision, Phase 0). Lockup expiry 2026-09-14 is confirmed.
Open dossier →Disclosed ranges combine to $66K–$165K. Raises the ownership family on the researched candidate only — never a standalone recommendation.
Open dossier →No orchestrator is connected. This console replays the stored fixture run log; input arrives with the Phase 1 research API.
Re-evaluate MRKI after Q2 10-Q ingestion and the August Form 4 cluster. Apply the conviction gate strictly.
Researcher run complete: composite 66 → 78. Ownership family corroborates via 3 open-market Form 4 buyers; manifest manifest-mrki-2026-08-26-011 stored.
Objection tested: purchases coincided with buyback window. Refuted — filers bought outside plan, no 10b5-1 flags. Remaining note: service-attach metric is management-defined; deterministic recomputation requested before it enters any score.
Gate check passed: 3 qualifying independent families, skeptic run complete, 0 unresolved critical contradictions. Decision cvd-mrki-2026-08-26-01 recorded; conviction set to high.
Read-only replay of the stored run log. Console input arrives with the Phase 1 research orchestrator API — a disabled input here would be a fake control, so there is none.
Every claim above is fixture data from fictional entities. Model and skeptic text is styled in violet with run ids; derived numbers name their transform; nothing simulates live telemetry.