Case Studies
Real trades dissected with Titan tools.
PT Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 10 August 2026 PT Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
AST Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 10 August 2026 AST Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Revenue $0.01B vs $-0.29 expected.…
Alcon Reported: Clears One of Our Screens, With a Caveat on the Stricter Standard.
Earnings Review · 10 August 2026 Alcon Reported: Clears One of Our Screens, With a Caveat on the Stricter Standard. The print Revenue $2.71B vs…
Toyota Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside | 10 Aug 2026
Earnings Review · 10 August 2026 Toyota Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
Rocket Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 10 August 2026 Rocket Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Revenue $0.20B vs $-0.08 expected.…
Simon Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 10 August 2026 Simon Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Revenue $1.76B vs $1.57 expected.…
Grupo Clears Our Screen, but the Market Has Already Priced the Good News | 10 Aug 2026
Earnings Review · 10 August 2026 Grupo Clears Our Screen, but the Market Has Already Priced the Good News. The print Results are in but…
JBS Reports Monday: What the Numbers Say, and Why We Pass.
Earnings Preview · 09 August 2026 JBS Reports Monday. Why We Watch It but Won’t Own It. Where our screen stands going in Fails the…
PT Reports Monday: We’re Watching the Print, Not Buying It.
Earnings Preview · 09 August 2026 PT Reports Monday. Why We Watch It but Won’t Own It. Where our screen stands going in Fails the…
AST Reports Monday: A Business We Rate, a Screen It Fails.
Earnings Preview · 09 August 2026 AST Reports Monday. Why We Watch It but Won’t Own It. Where our screen stands going in Fails the…