inwo. Company cases read from SEC filings. Same period, same scale, one-offs footnoted. No guessing. Your call.
7 posts · 1 categories · 39 tags · latest Oct 25, 2026
One company case per episode, read from SEC filings. Free. No recommendations.
In Q2 2026 Alphabet spent $115.0 on capex for every $100 of operating cash flow, Meta $94.5. Four checks on both balance sheets and cash flow statements at June 30, 2026, and where the new money came from.
Coca-Cola owes $45.5 billion, PepsiCo $49.2 billion, and PepsiCo sells about twice as much. Compare the same debt with sales, earnings and cash, and get four checks you can run on any company.
Home Depot earns 145.5% on its equity. Lowe's equity is −$9.9 billion. Follow $100 of invested capital through both FY2025 annual reports to see which business earns more on the money it puts to work.
Snap keeps 55.0% of revenue after its cost of revenue, Netflix 48.5%. Follow $100 of sales down both FY2025 income statements, then count the shares paid to staff as a cost.
In Q2 2026 Alphabet spent $115.0 on capex for every $100 of operating cash flow, Meta $94.5. Four checks on both balance sheets and cash flow statements at June 30, 2026, and where the new money came from.
Coca-Cola owes $45.5 billion, PepsiCo $49.2 billion, and PepsiCo sells about twice as much. Compare the same debt with sales, earnings and cash, and get four checks you can run on any company.
Home Depot earns 145.5% on its equity. Lowe's equity is −$9.9 billion. Follow $100 of invested capital through both FY2025 annual reports to see which business earns more on the money it puts to work.
Snap keeps 55.0% of revenue after its cost of revenue, Netflix 48.5%. Follow $100 of sales down both FY2025 income statements, then count the shares paid to staff as a cost.
A widely-cited Schwab study followed five investors with very different timing strategies over 20 years. The punchline isn't that timing loses — it's that even perfect timing barely wins, while waiting on the sidelines loses badly. The numbers, and the caveats the headline skips.
Companies announce billions in buybacks and the headlines call it bullish. The truth depends on the price paid, the funding, and whether the share count actually fell.
Most investors guess. This is the five-dimension system that ends the guessing — covering valuation, profitability, financial health, operations, and shareholder value.