Build a case, then challenge it
Three dated examples using company reports and official data. Follow the calculations, compare supporting and contradictory evidence, then answer the research question.
Work through a research case
Microsoft: revenue growth and cash after investment
Follow the same business from revenue to operating cash, then subtract stated cash investment. The growth story changes depending on the measure.
8 min · Historical worked exampleEconomic releasesInflation: a slower rise is still a rise
Use an archived release to separate annual inflation, monthly changes, the price level and the missing market-expectation comparison.
7 min · Historical worked exampleBonds & riskA policy-rate cut does not lock in a bond return
Compare a policy decision with a longer-maturity Treasury yield, then test a hypothetical duration calculation without inventing a fund return.
7 min · Historical worked exampleStart your own research notebook →
Prepared with AI assistance; numerical facts checked against the linked primary sources. Historical examples teach a process and are not current market assessments or investment recommendations.