A case for Starwood Property Trust (STWD)
IBM’s fourth quarter featured another batch of accounting-related benefits
The end of benefitting from a post-Covid normalization of bad debts
Another company that changed assumptions and one that moved the target
Red flags from 4Q results that investors should be aware of
Interesting tidbits from fourth-quarter conference calls from STWD, BALL, and MHK
A look at some recent changes in accounting assumptions that improved the earnings picture for several companies
More interesting insight from statements from KO, KDP, CHD, ABT, and WBD
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Devin LaSarre
Margin Of Safety
Margin Of Safety
Mannsher Gill
Johan Eklund, CFA
Musings on Markets
Aswath Damodaran

A Peek Behind the Numbers