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OkHuman Capability Evaluation: An Agent That Misdiagnoses Itself
Thirteen verifiable tests on a local 9B model revealed the biggest flaw: OkHuman confidently misreports its own capabilities. Why agent evaluation must never trust self-reports.
Automating Comparable Company Analysis: Run an Entire Sector in One Pass
The difficulty in comparable company analysis is not the arithmetic of multiples but the basis: fiscal year, currency, one-off items, and EV composition can all let two companies' numbers contaminate each other. This article breaks down the criteria for selecting peers, six categories of basis-unification rules, and the traps in choosing multiples, and gives a five-stage automation pipeline design with executable code, from data extraction to outlier handling.
DCF Assumptions and Sensitivity Analysis: Make the Valuation Challengeable
The value of a DCF is not in computing one number but in whether the assumptions behind it can be examined, challenged, and recomputed. Using a hypothetical model for teaching, this article demonstrates the assumptions register, the three-stage cash-flow structure, the composition facets and trade-offs of WACC, the risks of the two terminal-value methods, the design of single-factor and two-factor sensitivity matrices, and how to present a valuation as a defensible range rather than a fragile single point.
Building Your Own Investment-Research System: The Complete Design from Skill Library to Verification Gates
Gathers the methods of all the previous articles into one complete blueprint: the five-layer architecture of data, skills, orchestration, verification, and output; the input/output contract design of the skill library; five gates from format validation to low-confidence abstention; why coverage and accuracy must be counted separately; the seven-step method for building an evaluation set; post-launch operations mechanisms; and the four-stage evolution path from a solo tool to a team system.
A Reality Check on Decision Models: Why They Seem Miraculous Online but We Measured Only 54%: A Full Comparison of JEV / LAYA / KEV / CLM-8B and a Deployment Formula
In September 2026, System One decision models formed a new category within two weeks: the closed-source JEV API, then LAYA, KEV, and CLM-8B open-sourced one after another. This article does more than summarize the differences among the four; it uses six everyday scenarios to explain how they are actually used, and places the official marketing side by side with our same-question measurements: on the same set of questions, full-coverage accuracy was only 54%, but with confidence gating it reached 91.7%.
Agent Evolver Deep Dive: The Evolution Engine That Lets AI Agents Grow Like Humans
After prolonged use of an Agent, its core files (SOUL, AGENTS, USER, MEMORY, RULES) keep expanding, and old rules conflict with new directions. Agent Evolver introduces a human growth model: periodic self-reflection, identifying outdated beliefs, and reshaping itself under user approval. This article breaks down its philosophical foundations, three-dimensional evaluation system, growth trigger mechanism, and safety design, and explains why it is the most underrated "evolution layer" in Agent infrastructure.
Polyglot Persistence in Practice: A Full-Pipeline Evaluation of a Ten-Database Memory System
From BGE-m3 vector embeddings and ten-way synchronized writes to a comparison of search quality and speed across nine backends: a complete stress test of an AI memory system. Qdrant is the king of semantics, FAISS the king of speed, and Neo4j the king of relationships.
LLM Evaluation and Selection Guide: How to Scientifically Choose Models in 2026
A systematic LLM selection framework: Benchmark interpretation, real-world scenario testing methods, cost/performance matrix, DeepSeek V4 vs Qwen vs Llama comparison.
Open Design DCF Valuation Skills Guide
Discounted cash flow valuation and intrinsic value analysis for listed companies: DCF models, fair value, target price, discount rate, sensitivity analysis.
IB Pitch Book Skill Guide
Investment Banking Pitch Book: Trading Comparables / Precedent Transactions / Valuation Football Field / DCF Sensitivity Analysis / Strategic Options Matrix / Process Recommendations, 10-page standard structure, with built-in compliance disclosures.