Case Studies
Real trades dissected with Titan tools.
Gold Fields Goes In 26% Under Our Fair Value
Earnings Preview · 25 August 2026 Gold Fields Goes In 26% Under Our Fair Value Where our screen stands going in Screens compliant (both standards…
A 48% Margin of Safety Meets Intuit’s Print
Earnings Preview · 25 August 2026 A 48% Margin of Safety Meets Intuit’s Print Where our screen stands going in Screens compliant (both standards agree).…
Bank of Nova Reports Today: Strong Company, Failed Screen
Earnings Preview · 25 August 2026 Bank of Nova Reports Today: Strong Company, Failed Screen Where our screen stands going in Fails the principled screen,…
Bank of Montreal: The Business We Rate, the Line We Won’t Cross
Earnings Preview · 25 August 2026 Bank of Montreal: The Business We Rate, the Line We Won’t Cross Where our screen stands going in Fails…
MTN Limited Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 24 August 2026 MTN Limited Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but…
PDD Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 24 August 2026 PDD Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $106.23B. EPS…
A 100% Margin of Safety Meets MTN Limited’s Print
Earnings Preview · 24 August 2026 A 100% Margin of Safety Meets MTN Limited’s Print Where our screen stands going in Fails the principled screen,…
The Market Is Discounting PDD by 62%
Earnings Preview · 24 August 2026 The Market Is Discounting PDD by 62% Where our screen stands going in Fails the principled screen, Revenue purity…
China Coal Energy Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 21 August 2026 China Coal Energy Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in…
Ubiquiti Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
Earnings Review · 21 August 2026 Ubiquiti Beat and Clears Our Screen, but the Valuation Leaves No Room for Error. The print Revenue $0.79B. EPS…