While we wait for the complete financial results from 10-K’s, earnings releases provide some useful signals. Guidance from management, for instance, informs us of how the largest companies perceive the global economy. We also like to see how the market reacts to the headline numbers – does it pick up on the earnings distortions we see?
To discuss those issues and more I hosted another special Live Earnings Watch for Qualcomm (QCOM), Arm Holdings (ARM), Uber (UBER), Disney (DIS), and MicroStrategy (MSTR).
This is your chance to see how New Constructs views earnings—not a salesman posing as an analyst.
Topics covered include:
- The chip landscape – what can we take from Qualcomm and Arm’s earnings?
- Is capital a weapon for Uber – once a Zombie Stock, but is it now a buy?
- Is Iger getting the job done at Disney?
- Is MicroStrategy better than a bitcoin fund?
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Upcoming on Friday
We’re hosting another Earnings Watch party on February 7. Register here.
This article was originally published on February 6, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
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