As we enter the “Mag 7 days” of earnings season, investors can be torn in many ways. Microsoft (MSFT) and Meta (META) both beat top-and bottom-line expectations, but their stocks traded in opposite directions. Tesla (TSLA) missed expectations but its stock rose.
Confused? Don’t be. The dirty little secret is that earnings releases and company conference calls are simply commercials to sell more stock. The real data, the kind that can provide real insights into a company’s profitability, comes from the 10-Qs and 10-Ks, which often aren’t published at the same time as the earnings release.
To help sort through the noise, I recently hosted a live Earnings Watch Party, which was free to join. During the call, I broke down the earnings reports of Microsoft, Meta, and Tesla in real-time. But instead of just regurgitating the headlines, dug into the real numbers.
We analyzed how accurate their reported earnings really are, and whether they deserve their current valuation. We also revealed their current ratings in our system. If you couldn’t make it, or would like to watch it again, check out the replay below.
You can also get replays on all our training sessions, podcasts, reverse DCF case studies, and more in our online community. Its free to join – just complete this form.
This article was originally published on January 30, 2025.
Disclosure: Kyle Guske II owns META. David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
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