Case Studies
Real trades dissected with Titan tools.
We’ll Watch Citigroup Today. We Won’t Own It.
Earnings Preview · 13 October 2026 We’ll Watch Citigroup Today. We Won’t Own It. Where our screen stands going in Fails the principled screen, Business…
JPMorgan Chase: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 13 October 2026 JPMorgan Chase: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails the…
Publicis Groupe S.A. Goes In 37% Under Our Fair Value
Earnings Preview · 13 October 2026 Publicis Groupe S.A. Goes In 37% Under Our Fair Value Where our screen stands going in Screens compliant (both…
Rio Tinto Is Priced for a Flawless Print, at 13x
Earnings Preview · 13 October 2026 Rio Tinto Is Priced for a Flawless Print, at 13x Where our screen stands going in Screens compliant (both…
Reading LVMH Moët Hennessy’s Quarter Through Our Principled Screen.
Earnings Review · 13 October 2026 Reading LVMH Moët Hennessy’s Quarter Through Our Principled Screen. The print Results are in but not yet verified against…
Reading LVMH Moët Hennessy Before the Print
Earnings Preview · 12 October 2026 Reading LVMH Moët Hennessy Before the Print Where our screen stands going in Screens compliant (both standards agree). A…
A Soft Print From Delta Air Lines, and a Screen It Still Clears.
Earnings Review · 10 October 2026 A Soft Print From Delta Air Lines, and a Screen It Still Clears. The print Revenue $19.76B. EPS $1.72…
Reading Delta Air Lines Before the Print
Earnings Preview · 09 October 2026 Reading Delta Air Lines Before the Print Where our screen stands going in Screens compliant (on our anchor standard;…
Seven i Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 09 October 2026 Seven i Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but…
Tesco: A Business We Rate, a Line We Won’t Cross.
Earnings Review · 09 October 2026 Tesco: A Business We Rate, a Line We Won’t Cross. The print Results are in but not yet verified…