Public companies, decoded straight from their own filings.
Every article on Analysis10k starts with a 10-K, a 10-Q, or an earnings call transcript — never a headline. We publish three angles per company: what it does, how its story has changed, and what its stock price is betting on.
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View all posts →Prologis (PLD): What This Company Actually Does
A plain-English read of Prologis's business model — building and leasing warehouses (and increasingly data centers) to companies like Amazon — built directly from its SEC filings.
2026-09-12The StoryPrologis's Last Three Years: How a Slowing Warehouse Business Quietly Grew a Second Engine
How Prologis kept its guidance streak alive through a three-year warehouse-demand slowdown by quietly building a data-center business — and installing a new CEO right as it declared the turn.
2026-09-12Company SnapshotOccidental Petroleum (OXY): What This Company Actually Does
A plain-English read of Occidental's business model — pumping oil and gas from the Permian Basin and the Middle East and selling it at market prices — built directly from its SEC filings.
2026-09-12Reverse DCFWhat PLD's Stock Price Is Really Betting On
Reverse-engineering the free-cash-flow growth rate Prologis's share price already assumes — and comparing it with the company's actual growth record.
2026-09-12The StoryCisco's Last Two and a Half Years: From Inventory Crisis to an AI Comeback
How Cisco went from calling FY2023 a 'milestone year' to cutting guidance twice in a row over an inventory glut — then rode the Splunk acquisition and an AI-datacenter order boom back to 'strongest year ever' territory.
2026-09-12Reverse DCFWhat CSCO's Stock Price Is Really Betting On
Reverse-engineering the free-cash-flow growth rate Cisco's share price already assumes — and comparing it with a company whose FCF actually shrank over the past five years.
2026-09-12