The people we score, by what they actually do.

"Right operator for the pivot CLST is attempting. Disclosure breadth lags the capex story."

"Working-capital choreography ahead of the search firm engagement. Defensive timing."

"One of the cleanest capital allocation records on the desk. We just disagree on depreciation."

"Two consecutive quarters of 'favorable development' against a hardening book. Reserve releases are no longer voluntary — they're a tell."

"Science is real. Capital plan is not. Say so in writing."

"Quietly disciplined buyback against a contract step-up book. Reads like infrastructure."

"Two beneficial-ownership disclosures don't reconcile. We don't write a thesis on top of that — we open a flag."

"Reads the backlog by program rather than by dollar. We agree."

"Buyback velocity and segment capex pattern tell a story management hasn't yet narrated."