A Peek Behind the Numbers | Substack

A case for Starwood Property Trust (STWD)

Behind the Numbers

Mar 27

New Top Community

IBM’s fourth quarter featured another batch of accounting-related benefits

Behind the Numbers

Mar 20

The end of benefitting from a post-Covid normalization of bad debts

Behind the Numbers

Mar 14

Another company that changed assumptions and one that moved the target

Behind the Numbers

Mar 12

Red flags from 4Q results that investors should be aware of

Behind the Numbers

Mar 6

Interesting tidbits from fourth-quarter conference calls from STWD, BALL, and MHK

Behind the Numbers

Mar 5

A look at some recent changes in accounting assumptions that improved the earnings picture for several companies

Behind the Numbers

Feb 27

More interesting insight from statements from KO, KDP, CHD, ABT, and WBD

Behind the Numbers

Feb 25

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