Case Studies
Real trades dissected with Titan tools.
Perfection Is Priced Into Fastenal
Earnings Preview · 14 October 2026 Perfection Is Priced Into Fastenal Where our screen stands going in Screens compliant (both standards agree). A name values-conscious…
We’ll Watch BlackRock Today. We Won’t Own It.
Earnings Preview · 14 October 2026 We’ll Watch BlackRock Today. We Won’t Own It. Where our screen stands going in Fails the principled screen, Business…
We’ll Watch Morgan Stanley Today. We Won’t Own It.
Earnings Preview · 14 October 2026 We’ll Watch Morgan Stanley Today. We Won’t Own It. Where our screen stands going in Fails the principled screen,…
Bank of America: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 14 October 2026 Bank of America: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…
A Beat From UnitedHealth, a Clean Screen, and Room Left in the Price.
Earnings Review · 13 October 2026 A Beat From UnitedHealth, a Clean Screen, and Room Left in the Price. The print Revenue $112.03B. EPS $4.69…
Wells Fargo Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 13 October 2026 Wells Fargo Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $22.62B.…
Johnson Johnson Beat and Passes the Screen. Here’s What We’re Watching Next.
Earnings Review · 13 October 2026 Johnson Johnson Beat and Passes the Screen. Here’s What We’re Watching Next. The print Revenue $25.31B. EPS $2.59 vs…
Why We’re Passing on Citigroup Despite the Beat.
Earnings Review · 13 October 2026 Why We’re Passing on Citigroup Despite the Beat. The print Revenue $24.77B. EPS $2.83 vs $2.62 expected. What changed…
JPMorgan Chase Missed, and It Was Never Ours to Own. Protection Before Participation.
Earnings Review · 13 October 2026 JPMorgan Chase Missed, and It Was Never Ours to Own. Protection Before Participation. The print Revenue $52.85B. EPS $5.75…
Aeon Looks the Part on Paper. Why We Still Don’t Own It.
Earnings Review · 13 October 2026 Aeon Looks the Part on Paper. Why We Still Don’t Own It. The print Results are in but not…