Field Notes

Independent, source-linked notes on transactions, credit, investment risk, and governed financial decision-support.

Research

Oct 18, 2026 23 min read EOJI

Maintaining Supportable Credit Conclusions

A research framework for maintaining supportable, evidence-bounded credit conclusions as source versions, calculations, decisions, and connected systems change.

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Transaction Dossier

Sep 1, 2026 20-22 min read EOJI Financial Intelligence Team

BASF Coatings / Surventis: A Public-Information Transaction Reconstruction

A source-linked reconstruction of Carlyle and QIA's acquisition of BASF's coatings business, with quality-of-earnings controls, reverse-LBO sensitivities, debt analysis, and specialist technical diligence.

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Transaction Dossier

Sep 1, 2026 8-10 min read EOJI Financial Intelligence Team

Proposed Hapag-Lloyd Acquisition of ZIM: A Pre-Close Public-Information Reconstruction

A source-linked pre-close reconstruction of Hapag-Lloyd's proposed acquisition of ZIM, with dual debt definitions, bridge and synergy sensitivities, signing-date valuation evidence, and an unchanged BASF-style adversarial audit.

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Field Notes

Jun 3, 2026 6-8 min read EOJI Credit Risk Team

Controlled AI for Credit and Investment Risk Workflows

Institutional credit and risk teams do not need another chatbot. They need governed AI workflows where outputs are source-linked, reviewable, overrideable, reproducible, and auditable.

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Discuss a technical assessment

Talk with EOJI about architecture, cloud and product-security questions for connected products and industrial software.

Discuss an assessment