Cencora

Not all insider buys are signal. Here's how to separate informed open-market purchases from option exercises, 10b5-1 noise, and reflexive CEO PR buys.

Trimming a winner is harder than buying one. Here's how to separate thesis decay, valuation stretch, and position-size risk — and act on the right one.

A non-accountant's walkthrough of the cash flow statement — what each line means, which ones lie, and how to spot earnings quality issues fast.

A practical framework for figuring out which companies can pass through input costs, where the lag shows up in margins, and how to read it in filings.

The classic S&P 500 index-inclusion pop has faded, but a smaller, structural edge remains. Here's how to identify the setups where it still pays.

Defined-benefit pensions can rival a company's bonded debt — yet they sit off the balance sheet. Here's how to find the shortfall and which industrials carry it.