Lennar

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.

When a company restructures its segment reporting, it's rarely cosmetic. Here's a framework for spotting what's being buried — and what to do about it.

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.

Staples and utilities get the 'defensive' label, but the historical record is messier. Here's how each so-called defensive sector actually behaved in past recessions.