The Weekend Dugout

Cut the noise. Hone the signal.

The filings that move the AI trade — decoded in plain English.

Every 8-K, every material disclosure, every headline that matters — filtered for what moves the AI trade, summarized in plain English, and delivered to your inbox. Built by a trader who got tired of finding out last.

No terminal, no finance degree, no jargon. If you can read a text, you can read the Dugout — we do the reading, you get the edge.

See what a brief looks like →

  • 14 companies every SEC filing scanned and decoded
  • 5 themes news filtered by thesis, not by ticker
  • Set schedule filings Tue & Fri, news Mon · Wed · Fri
  • Source-linked every item links to the primary source

After your free trial, get your first month for $1 with code INVESTFEST26 — available through August 9.

The problem

The information is public. The edge is in the filtering.

Every trading day, thousands of filings hit SEC EDGAR. A handful are material: the surprise CEO exit, the amended credit agreement, the 8-K quietly disclosing a lost customer. The rest is noise. Institutions pay teams to read them the moment they land. Retail traders find out when it’s already in the price.

The Weekend Dugout closes that gap with automation: continuous EDGAR monitoring, materiality filtering, and a plain-English digest that tells you what was filed, why it matters, and where to read the original — plus a curated stream of market news headlines so the context arrives with the catalyst.

How it works

Three moving parts.

1

Monitor

Automated watchers track EDGAR filings (8-Ks, 10-Qs, 13-Fs, and more) and vetted news feeds around the clock.

2

Filter & decode

Filings are sorted by item type and materiality — a §1.01 material agreement isn’t a §5.02 board reshuffle — and summarized in one or two plain-English lines with a direct link to the source document.

3

Deliver

Clean, scannable briefs in your inbox — filing summaries twice a week (Tuesday and Friday), news briefs three times a week (Monday, Wednesday, and Friday). No terminal, no tab-hoarding, no doomscrolling. Read each in five minutes; go deeper only where it’s warranted.

What we watch

One thesis, two feeds.

The SEC filings we scan come from a fixed watchlist. The news we surface is filtered by theme — so the companies in it shift with the story, but the questions never do.

SEC filings Every filing from 14 companies

Foundry & packaging

  • TSM
  • AMKR

Design IP

  • ARM

Memory / HBM

  • MU

Compute & interconnect

  • NVDA
  • AMD
  • AVGO

EDA

  • SNPS
  • CDNS

Equipment

  • ASML

Hyperscalers

  • META
  • MSFT

Portfolio holdings

  • PLTR
  • HOOD

News briefs Filtered by 5 thesis themes, not by ticker

  • Power constraint Is data-center power the next binding bottleneck?
  • Capex concentration Is the whole stack riding one hyperscaler's spending?
  • HBM pricing Is memory pricing power real, or capped by long-term contracts?
  • Supply vs demand For capacity-constrained suppliers, is revenue output — not true demand?
  • Moat durability Durable monopoly, or a contested market?

Any company that moves a theme can appear — a utility, a hyperscaler, a pipeline operator — not just the watchlist. That’s the point: the thesis is the filter, not the ticker.

What lands in your inbox

A filing, decoded in two lines.

What was filed, the tags that place it in the thesis, one or two plain-English lines, and a link to the source. Read it in five minutes; go deeper only where it’s warranted.

Illustrative example — a written demonstration of the format, not a real filing.

8-K — Example Semiconductor Corp. (EXMP)

Memory/HBM · Core · High · HBM pricing, Supply vs demand

The filing discloses a multi-year supply agreement for high-bandwidth memory [confirmed]; pricing terms not disclosed. Item 1.01 characterises the agreement as material to the registrant.

Filed: 2026-07-21 · View filing

See a full sample issue →

Pricing

One plan. Cancel anytime.

Start a 7-day free trial. Enter your email, add a card on Stripe, and the digest starts on the next delivery — you’re not charged until the trial ends, and you can cancel anytime.

Who builds this

Built by a practitioner, not a content farm.

The Weekend Dugout is a product of RJR Trading Strategies LLC, built by a software engineer and active trader who wanted one thing: the material facts, fast, without the noise. The same automation that powers his own process now powers yours.

FAQ

Questions.

Is The Weekend Dugout stock picks or trade alerts?

No — and deliberately so. The Weekend Dugout tells you what happened and why it’s material. What you do with it is your decision. We report facts and context, never buy/sell calls.

Do I need a finance background?

Nope. If you can read a text message, you can read the Dugout — every filing is decoded into plain English, and any jargon that survives gets a one-line translation. It’s built for people who want the edge without the terminal or the finance degree.

Is there a free trial?

Yes — every subscription starts with a 7-day free trial. You add a card up front so the digest can begin immediately, but you aren’t charged until the trial ends. Cancel anytime before then and you pay nothing.

Isn’t EDGAR free?

Completely — and you’re welcome to read a few thousand filings a day yourself. You’re not paying for the data; you’re paying for the filtering, the plain-English decoding, and the five-minute format.

What companies do you cover?

Two different ways. On the SEC side we scan every filing from a fixed watchlist of 14 companies — foundry and packaging (TSM, AMKR), design IP (ARM), memory, compute, EDA and equipment, plus the hyperscalers (META, MSFT) and a couple of portfolio holdings (PLTR, HOOD). The news brief isn’t ticker-locked: it’s filtered by thesis theme — power constraint, capex concentration, HBM pricing and more — so any company moving one of those stories can appear, watchlist or not. Full breakdown in “What we watch” above.

How is this different from a free filing alert?

Alerts forward you raw filings and leave the reading to you. We do the opposite: filter thousands of filings down to the material handful, decode each in plain English, tag it against the thesis (layer, materiality, theme), and link the source — so you know what happened and why it matters, not just that something was filed.

How often does it arrive?

SEC filing summaries go out twice a week (Tuesday and Friday), and news briefs three times a week (Monday, Wednesday, and Friday). The monitoring runs around the clock, but delivery is on that schedule — we never guarantee timeliness, and original sources always control.

Can I cancel?

Anytime, one click, effective at the end of your billing period. No calls, no guilt trips.

Do you provide investment advice?

No. This is an informational service. See the full disclaimer below and our Terms of Service.