Case Studies
Real trades dissected with Titan tools.
Novozymes A/S Is Priced for a Flawless Print, at 44x
Earnings Preview · 20 August 2026 Novozymes A/S Is Priced for a Flawless Print, at 44x Where our screen stands going in Screens compliant (on…
A 50% Margin of Safety Meets NetEase’s Print
Earnings Preview · 20 August 2026 A 50% Margin of Safety Meets NetEase’s Print Where our screen stands going in Screens compliant (both standards agree).…
Alibaba Goes In 74% Under Our Fair Value
Earnings Preview · 20 August 2026 Alibaba Goes In 74% Under Our Fair Value Where our screen stands going in Fails the principled screen, One…
Estée Lauder Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 19 August 2026 Estée Lauder Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $3.71B.…
Viking Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 19 August 2026 Viking Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $1.05B. EPS…
Hong Kong Exchanges Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 19 August 2026 Hong Kong Exchanges Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in…
Target Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 19 August 2026 Target Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $25.44B. EPS…
Lowe’s Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 19 August 2026 Lowe’s Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $23.08B. EPS…
TJX Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 19 August 2026 TJX Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $14.32B. EPS…
Analog Devices Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
Earnings Review · 19 August 2026 Analog Devices Beat and Clears Our Screen, but the Valuation Leaves No Room for Error. The print Revenue $3.62B.…