Case Studies
Real trades dissected with Titan tools.
Salesforce Beat, Passes Our Screen, and Still Trades With a Margin of Safety.
Earnings Review · 26 August 2026 Salesforce Beat, Passes Our Screen, and Still Trades With a Margin of Safety. The print Revenue $11.13B. EPS $5.90…
CrowdStrike Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 26 August 2026 CrowdStrike Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
Nvidia Clears Our Screen, but the Market Has Already Priced the Good News.
Earnings Review · 26 August 2026 Nvidia Clears Our Screen, but the Market Has Already Priced the Good News. The print Results are in but…
The Market Has Already Paid Up for Veeva Systems
Earnings Preview · 26 August 2026 The Market Has Already Paid Up for Veeva Systems Where our screen stands going in Fails the principled screen,…
Agilent Technologies: A High Bar and No Cushion Into the Print
Earnings Preview · 26 August 2026 Agilent Technologies: A High Bar and No Cushion Into the Print Where our screen stands going in Screens compliant…
National Bank of: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 26 August 2026 National Bank of: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…
China CITIC Bank: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 26 August 2026 China CITIC Bank: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…
The Market Is Discounting Synopsys by 28%
Earnings Preview · 26 August 2026 The Market Is Discounting Synopsys by 28% Where our screen stands going in Screens compliant (both standards agree). A…
Salesforce Goes In 42% Under Our Fair Value
Earnings Preview · 26 August 2026 Salesforce Goes In 42% Under Our Fair Value Where our screen stands going in Screens compliant (both standards agree).…
The Market Has Already Paid Up for CrowdStrike
Earnings Preview · 26 August 2026 The Market Has Already Paid Up for CrowdStrike Where our screen stands going in Fails the principled screen, Accounts…