CEO Red Flags: 5 SEC Filing Checks Before You Buy
Use five SEC filing checks to separate a persuasive CEO story from evidence that deserves more diligence.
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Economic Moat: Why a Great Business Can Still Be a Bad Buy
An economic moat can identify a durable business, but it cannot tell you whether the stock or ETF is worth buying. This guide separates rating, evidence, valuation, and portfolio fit.
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EV/EBITDA vs P/E: Which Valuation Multiple Fits the Decision?
EV/EBITDA vs P/E: a 128.7% distortion, a $214,285 30-year gap, benchmarked against a 12.8x median APAC deal multiple.
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PEG Ratio: Why a Low Number Can Still Mislead You
A low PEG can look precise while hiding stale or mismatched growth assumptions. This guide shows how to check the formula, revisions, and business evidence before relying on the screen.
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Why Negative Book Equity Breaks S&P 500 D/E Screens
Negative book equity appeared in 27 of 396 S&P 500 non-financial companies in TheFinSense’s April 2026 working paper. This companion explains the three-regime result, the HCA counterexample, the study limits, and how to apply the paper’s E/A rule to one filing.
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Debt-to-Equity Ratio: When It Works, Misleads, or Breaks
The debt-to-equity ratio stops being a comparison tool once shareholders’ equity crosses zero. A three-regime ladder replaces the single-scale reflex.
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Return on Equity: 4 Checks Before You Trust a High ROE
Buffett’s 15% return on equity threshold sits only 0.56 percentage points above the adjusted ex-financial US market average of 14.44%, per Damodaran’s January 2026 dataset.
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Adjusted P/E Ratio: When Reported P/E Misleads
Reported P/E can mislead when excess cash, unusual earnings, or capital structure distort the comparison. Use the cash-adjusted P/E calculator to test the adjustment, then compare the result with the right valuation multiple.
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Cash Flow Statement Analysis: How to Read Profit vs. Cash
Accrual accounting lets profitable companies hide cash deterioration. Adding one cash flow ratio to screening raises failure prediction from 76.7% to 82.9% — a blind spot that compounds to $264,728 over 30 years. Run the 4-step diagnostic in 18 minutes.
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Income Statement Analysis: 5 Checks Before You Trust Revenue Growth
SG&A rises 0.55% per 1% sales increase — but falls only 0.35% per 1% decrease. The 0.20pp asymmetry compounds one revenue miss into a $100,340 gap over 30 years. Five signals catch it before the headline resolves.
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