Platform

Price. Financials. Evidence. Connected.

Continuum unifies structured market data, financial fundamentals, and the full unstructured evidence universe into a single analytical framework — surfacing contradictions, testing hypotheses, and tracking what would change your mind.

01

The Three Layers

Professionals use all three. But they live in different systems, different formats, different workflows. Connecting them has always been manual, partial, and impossible to sustain across a full portfolio. Continuum makes the connection systematic.

Each layer is available today. Separately. Continuum reads across all three simultaneously — and surfaces what emerges when they agree, when they disagree, and what those disagreements mean for your thesis.

02

What Emerges

Connecting all three layers produces analysis no individual source can generate. The contradictions, the survival rankings, the revision triggers — they only become visible at the intersection.

Evidence contradicts what price embeds

Domain Disagreement Detected
ASX

Corporate disclosure

"Operating at optimal capacity with strong demand visibility"

FY25 Annual Report, p.34

AER

Regulatory filing

Production data implies 67% utilisation rate

Quarterly Energy Report, Table 4.2

ASX

Competitor disclosure

"Industry-wide overcapacity pressuring margins across the sector"

Competitor H1 results transcript

Assessment: Corporate narrative inconsistent with regulatory and competitor evidence. Utilisation gap of ~33% not reflected in market assumptions.

Competing interpretations tested across all three layers

Hypothesis Survival Assessment
H2Structural decline
HIGH
78%

1 disconfirming item across 12 targeted searches

H1Pricing power intact
MODERATE
62%

2 disconfirming items across 12 targeted searches

H3Turnaround in progress
LOW
31%

4 disconfirming items across 12 targeted searches

Ranking by survival: H2 (Structural decline) > H1 (Pricing power intact) > H3 (Turnaround)

Every claim traced to source

ACCC found concentration levels in grocery retail create conditions where coordinated conduct is more likely.[1]

1

ACCC Supermarket Inquiry Final Report (2025)

Chapter 4 — Market Structure Analysis, Page 47

Open source document View in context
Request AccessSee Continuum applied to your portfolio.
03

Two Modes of Operation

A stock with fifteen analysts presents different opportunities than a stock with none.

Mode One

Narrative Intelligence

For well-covered securities

Multiple analysts cover the stock. The opportunity is understanding what's embedded in the consensus and finding evidence from domains the Street doesn't routinely synthesise.

Produces

Embedded thesis extraction
Competing hypotheses with survival scoring
Cross-domain evidence mapping
Revision conditions and monitoring

Mode Two

Primary Analysis

For under-researched securities

No analyst covers the stock. The opportunity is comprehensive synthesis — reading everything relevant and applying disciplined method to generate a well-founded view.

Produces

Fundamental assessment with domain frameworks
Technical evaluation (JORC, clinical, engineering)
Competing scenarios with required assumptions
Risk map and execution analysis
04

Always Running

Every new filing, every earnings revision, every regulatory update integrates into what Continuum already knows about your positions. Understanding accumulates.

When the evidence base shifts enough to matter, Continuum intervenes. Pre-defined conditions you set before the pressure arrives convert difficult judgment calls into observations.

Continuous monitoring

Threshold Approaching
AssumptionGross margins remain above 35%
Current statusQ1 margin at 35.2% — approaching threshold
ActionReview thesis assumptions before Q2 results

When the threshold is met, the burden shifts to finding reasons not to update.

What Continuum watches for

Divergence can persist without new data and resolve without it. The platform monitors for conditions under which markets actually update.

Attention shifts

Known information becomes noticed

Frame changes

Same facts, different interpretation

Narrative exhaustion

Good news stops moving the stock

Social proof fracture

A respected voice breaks ranks

Time revelation

Implicit predictions miss their deadline

Reflexivity unwinding

Self-reinforcing loop runs out of believers

Personnel turnover

New analysts see the situation fresh

Adjacent events

Related failure forces the question

Three layers. One framework. Continuous.

See how Continuum applies unified analysis to a real portfolio.

Continuum is in private access with select institutional investors.