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Case studies built from real positions and the research memos that judged them — including the ones we got wrong. Every claim traces to a cited memo; every quiz answer is derivable from it.

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Doximity Doubles Overnight: Squeeze or Re-Rating? Why the Difference Decides Everything

The same morning Hertz was fading, a healthcare-software company nearly doubled before the open on an earnings report whose headline numbers barely moved. This case teaches the discrimination that matters most in big-move analysis: a SQUEEZE mean-reverts when the forced buying exhausts; a RE-RATING holds or fails on whether the next quarter delivers. They demand opposite trades, opposite risks, and opposite falsifiers.

Educational only — not investment advice, and not a recommendation to buy or sell anything. Vendor-licensed number tables stay on the operator research surface; these courses carry public-domain filings and our own derived conclusions.