Case Studies
Real trades dissected with Titan tools.
Intuit Reported: Compliant on the Screen, and the Valuation Is On Offer.
Earnings Review · 25 August 2026 Intuit Reported: Compliant on the Screen, and the Valuation Is On Offer. The print Results are in but not…
Bank of Nova Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 25 August 2026 Bank of Nova Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue…
Bank of Montreal Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 25 August 2026 Bank of Montreal Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue…
No Room to Miss: WuXi Biologics at 35x Earnings
Earnings Preview · 25 August 2026 No Room to Miss: WuXi Biologics at 35x Earnings Where our screen stands going in Fails the principled screen,…
Zoom Communications: A High Bar and No Cushion Into the Print
Earnings Preview · 25 August 2026 Zoom Communications: A High Bar and No Cushion Into the Print Where our screen stands going in Screens compliant…
We’ll Watch HEICO Today. We Won’t Own It.
Earnings Preview · 25 August 2026 We’ll Watch HEICO Today. We Won’t Own It. Where our screen stands going in Fails the principled screen, Business…
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…