August 7, 20260Comments

Watch Our Earnings Recap: Decoding Signals from SpaceX, Palantir, Merck, Amgen, AMD, Caterpillar, McDonald’s, and More

In our latest Earnings Watch Party, we break down the companies driving today’s biggest investment themes.

May 1, 20260Comments

Watch Our Recap: Earnings from Alphabet, Apple, Microsoft, Amazon, Meta, Booking, Coca-Cola, and More

The headlines were very positive and for good reason. This market is strong, but there are chinks in the armor.

April 1, 20260Comments

We’ll show the five S&P 500 companies with understated Street Earnings most likely to beat 1Q26 earnings.

March 11, 20250Comments

This week’s Filing Season Finds report highlights Merck & Co. (MRK) for understating its profits by $1.3 billion (8% of GAAP earnings).

February 5, 20250Comments

While Wall Street is busy telling you to buy no matter what the earnings say, I’m giving you something different: the truth.

January 6, 20210Comments

Just as we did last year we’re starting 2021 by looking at the Long Ideas that performed poorly in 2020.