Slack has impressive growth numbers and some real competitive advantages, but it also faces significant competition as it expands the breadth of its offerings.
GAAP earnings don’t just mislead investors about the amount of growth in 2018, they also present a misleading picture of the breadth of earnings growth.
U.S. equities may have rebounded from 2015 lows, but economic earnings – which reverse accounting distortions and account for the weighted average cost of capital – remain in a persistent downturn.
This tech firm has a long history of profit growth, prudent capital stewardship, an undervalued stock, and it’s business model creates more value than peers.
This week, we’re highlighting another cheap retailer that was recently confirmed as a buyout target. This firm also has a high and sustainable dividend yield and upside potential even without an acquisition.
In our calculation of ROIC, we use a time-weighted average invested capital, to most accurately capture the capital available to a business that can be used to generate NOPAT over the course of a year.
The Financial Accounting Standards Board (FASB) introduced a new accounting standard (ASU 2016-02) that requires companies to recognize operating lease assets and liabilities on the balance sheet.
Is the market hungry enough to justify the expected $7 billion valuation? Or, is this IPO how insiders sell stock and raise capital after the “smart money” (i.e. private equity, hedge funds, etc.) has dried up?
Risk of losing market share, when coupled with highly negative margins, unsustainable cash burn, and a soaring stock price mean this firm lands in the Danger Zone.