Student-managed investment funds
Run a real earnings process for every holding: a thesis before the print, a readout after it, and a monitor that flags anything that changes the call.
- Holdings reviews
- Investment committee memos
- Risk flags
Give students a professional pre- and post-earnings research workflow: beat probabilities, filing and call readouts, cited evidence, and live monitors. Every call explains what would change it, so students learn how to reason about a company, not just what to conclude.
01 · Who it's for
Every quarter, thousands of companies publish a live case study. Akem Earnings turns that calendar into coursework your students can actually keep up with.
Run a real earnings process for every holding: a thesis before the print, a readout after it, and a monitor that flags anything that changes the call.
Turn this week's reporting calendar into case material. Students test what management said against the filing and the call transcript.
Stress-test pitches before the judges do: what's priced in, what can move the stock, and what would break the thesis.
Send students into markets interviews having followed a real earnings season, with a view on names they've tracked from preview to readout.
02 · One company, one season
Why now: The quarter is probably fine. Next quarter's guidance will decide this print.
| Metric | Actual | Est. | |
|---|---|---|---|
| Revenue | $4.12B | $3.98B | BEAT |
| EPS | $1.07 | $1.02 | BEAT |
| Q4 guide | $4.30B | $4.41B | BELOW |
Demand is broad-based.
61% of year-over-year growth came from two customers.10-Q p.14
Analysts asked three times about Q4 “digestion.” The CFO declined to size it.Call 41:12
01 · Before the print
The pre-earnings report opens with a clear call, then explains it: what the market has priced in, what can move the stock, and exactly what would change the view.
02 · On the call
Once the numbers land, the readout covers the release, the filing and the call transcript. It checks what management said against what the documents show and cites every point.
03 · After the move
Agentic monitors watch each name all season. An alert only fires when news connects to the thesis, and it says what would confirm or invalidate it. The Deep Cuts daily edition maps read-throughs across companies.
03 · Ask the report
Students can question any report in plain English. Report chat is limited to that one report's sources, so every answer comes back grounded and cited. It's a good way to practise asking sharper questions.
04 · Shows its work
An AI tool in the classroom should model good research habits, not replace them. Akem is designed so students can see how every call was reached.
A WAIT comes with the specific catalyst or threshold that would change it. “No edge” is never a complete answer.
Each finding shows why it matters, what would weaken it, and when its evidence was last observed.
A new beat model is promoted only if it improves on the current one out-of-sample, on Brier score, log loss and calibration error. That's a real-world lesson in forecasting.
Results are recorded as aligned, against, neutral or unscored, and a later price move is never presented as proof of cause.
05 · Campus program
Akem Earnings for a whole cohort, with an earnings-season rollout that fits your calendar.
06 · Questions
No. Akem is a research and education tool and is not investment advice. Calls like WAIT, WATCH, LONG and SHORT summarize how a report reads the evidence. They are a starting point for students' own analysis, not a recommendation to trade.
A terminal gives students the data. Akem gives them a reasoned, cited reading of it: what matters in this print, what the market expects, and what would change the view. Most programs use both, with the terminal for raw data and Akem for the earnings workflow built on top of it.
They shouldn't take it on trust, and Akem doesn't ask them to. Reports cite their sources, say what would weaken each finding and when the evidence was last observed, and report chat is limited to a single report. That makes Akem's reasoning easy to check, which is a useful skill in itself.
A pilot covers one earnings season for a fund, course or club. We set up seats, run a kickoff session, and check in with your faculty advisor after the season. Tell us about your program below and we'll shape it from there.
Faculty advisors, fund leads and club presidents: leave your email and we'll be in touch about a campus pilot for the next earnings season.
Sample reports on this page are illustrative and describe a fictional company.