Snap-on

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.

13F filings reveal what big funds owned 45 days ago — long-only. Here's how to read them without getting fooled by stale data, missing shorts, or copycat traps.

A framework for separating guidance cuts that mark capitulation lows from those that signal the first cut of many. Five tests, with historical patterns to anchor each.

Merger arb spreads encode the market's odds on whether a deal closes. Here's how non-arbitrageurs can decode them to time exits, hedges, and event-driven positions.