Methodology
Event Momentum
Measures how much recent news, filings, ownership changes, and crypto-market events are moving a ticker's research context.
What this score measures
| Area | Current state | Notes |
|---|---|---|
| Purpose | Measures how much recent news, filings, ownership changes, and crypto-market events are moving a ticker's research context. | Research context |
| Methodology version | v0.1 | Versioned scoring model |
| Interpretation | Scores are analytical signals | Not investment ratings |
How it is calculated
Momentum combines event severity, source quality, freshness, category mix, peer relevance, and repetition across independent sources.
| Area | Current state | Notes |
|---|---|---|
| Event severity | 30% | Source-backed scoring input |
| Freshness | 25% | Source-backed scoring input |
| Category relevance | 20% | Source-backed scoring input |
| Cross-source confirmation | 15% | Source-backed scoring input |
| Peer-relative intensity | 10% | Source-backed scoring input |
Worked example
The calculation sums short-window source activity: recent SEC filings, fresh source updates, and reviewed Sawse research mentions.
| Example component | Score effect | Source context |
|---|---|---|
| Recent filing | 15 points each | filings within 45 days |
| Fresh source update | 5 points each | Recent market-data or reference-data refresh |
| Recent reviewed research mention | 12 points each | Sawse research mention within 45 days |
| Driver input | Public label |
|---|---|
| Driver 1 | 2 recent SEC filings |
| Driver 2 | 3 fresh source updates |
| Driver 3 | 1 published Sawse article |
Ticker with recent filings, provider refreshes, and reviewed Sawse research mentions
Two recent filings, three fresh source updates, and one reviewed research mention map to 57 out of 100 before capping.
Current examples
Examples show covered tickers and public driver labels used by this methodology. They are not a ranking table.
| Ticker | Coverage case | Public driver labels |
|---|---|---|
| MSTR - Strategy Inc | Ticker where filings, source updates, and reviewed research can cluster in short windows. | 2 recent SEC filings; 3 fresh source updates; 1 published Sawse article |
| COIN - Coinbase Global | Ticker where filings, source updates, and regulatory events can move the research context. | 1 recent SEC filing; 3 fresh source updates; 1 published Sawse article |
| IBIT - iShares Bitcoin Trust ETF | ETF wrapper where filings and market-context updates are tracked as separate source families. | 1 recent SEC filing; 2 fresh source updates; 1 published Sawse article |
Score range interpretation
| Area | Current state | Notes |
|---|---|---|
| 0-24 | Quiet event backdrop. | Research-only framing |
| 25-49 | Moderate event activity. | Research-only framing |
| 50-74 | Active event backdrop requiring current review. | Research-only framing |
| 75-100 | High event density with major source-confirmed developments. | Research-only framing |
Limitations
- Editorial signals require reviewed source material before they are used in public research context.
- Published summaries must be grounded in reviewed source records before they affect public research context.
- Market and crypto data freshness must be visible when displayed.