Rollins, Inc.

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 practical framework for reading ISM Manufacturing PMI as an equity signal — which sectors front-run the cycle, which lag, and how to use the 50 line.

Restructuring charges are supposed to be non-recurring. When they recur year after year, they stop being noise and start telling you something important about the business.

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.