Every Gutter report publishes its key assumptions in a structured table — WACC, terminal growth rate, scenario inputs — so readers can disagree with specifics rather than the whole thesis. Every data claim links to a source. Every target price comes with a scenario range.
This is not standard practice in independent research. We think it should be. The discipline of publishing assumptions forces better analysis; the transparency builds the kind of trust that survives being wrong.
We've been wrong — we track it. The model portfolio maintains a complete trade log with entry rationale, exit rationale, and outcome. We don't delete losing trades.