CREI studies how public-company leadership delivers on the promises it makes to investors — and where that opens a gap between a company's value and its price. That work is being built privately, and nothing is published.
CREI is building one thing: an internal model. It concerns three questions.
That is the whole of what is described. CREI publishes nothing further — no method, no scoring, no inputs, and no view on any company.
The model is assembled from public information and held to a fixed method — so that, in time, judgment can be measured rather than asserted.
Nothing is published while the work is built. The commitments below are stated, and dated, in the standstill.
While CREI is dormant, five commitments govern it. They are dated, because the date is the point.
The work of CREI's founder, Andrew V. Vasserman, on decision architecture — the discipline of examining a decision before it is made.
Its premise is that a serious business decision is a hypothesis about reality, and that most large decisions fail not from ignorance but from confidence without structure.
Until then, the standstill holds in full.