Case Studies
Real trades dissected with Titan tools.
Adobe Beat and Passes the Screen. Here’s What We’re Watching Next.
Earnings Review · 10 September 2026 Adobe Beat and Passes the Screen. Here’s What We’re Watching Next. The print Revenue $6.62B. EPS $6.13 vs $6.09…
Oracle Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 10 September 2026 Oracle Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Revenue $19.18B vs $1.74 expected.…
No Room to Miss: Copart at 20x Earnings
Earnings Preview · 10 September 2026 No Room to Miss: Copart at 20x Earnings Where our screen stands going in Screens compliant (both standards agree).…
A 63% Return-on-Equity Machine: Adobe Reports Today
Earnings Preview · 10 September 2026 A 63% Return-on-Equity Machine: Adobe Reports Today Where our screen stands going in Screens compliant (both standards agree). A…
Oracle Goes In 62% Under Our Fair Value
Earnings Preview · 10 September 2026 Oracle Goes In 62% Under Our Fair Value Where our screen stands going in Fails the principled screen, Debt…
Sunbelt Rentals Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 09 September 2026 Sunbelt Rentals Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue n/a.…
Industria de Diseño Screens Clean After the Print, but the Price Has Caught Up.
Earnings Review · 09 September 2026 Industria de Diseño Screens Clean After the Print, but the Price Has Caught Up. The print Results are in…
Industria de Diseño Has to Beat, Not Just Meet
Earnings Preview · 09 September 2026 Industria de Diseño Has to Beat, Not Just Meet Where our screen stands going in Screens compliant (on our…
Casey’s Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 08 September 2026 Casey’s Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
Sunbelt Rentals Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 08 September 2026 Sunbelt Rentals Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but…