A Peek Behind the Numbers

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The Music Has Stopped
Earnings impacts of falling inventories
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Baby Steps
Companies often overlooked moves that add up to huge strides in value
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Finding Value Where Others Don’t See It
A closer look at Air Lease's (AL) balance sheet
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Trouble Still Brewing at Keurig Dr Pepper (KDP)
Despite recent underperformance, KDP’s payables remain a significant risk
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When GAAP Misleads
Examples of how the equity method can distort reported results in certain situations
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A Look at the Beneish M-Score
Ratios are helpful- but they can't do the work for you
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The Organic Growth Illusion
How disappearing volume growth will impact companies in unexpected ways 2023
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Supply Chain Costs Are Falling- Will Inventories and Pricing Follow?
The pressure on margins from supply chain problems are not over yet
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A Peek Behind the Numbers
A Peek Behind the Numbers
Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.
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A Peek Behind the Numbers

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