A Peek Behind the Numbers

Home
Archive
About
The Music Has Stopped
Earnings impacts of falling inventories
 • 
Behind the Numbers
New
Top
Community
Baby Steps
Companies often overlooked moves that add up to huge strides in value
 • 
Behind the Numbers
Finding Value Where Others Don’t See It
A closer look at Air Lease's (AL) balance sheet
 • 
Behind the Numbers
Trouble Still Brewing at Keurig Dr Pepper (KDP)
Despite recent underperformance, KDP’s payables remain a significant risk
 • 
Behind the Numbers
3
When GAAP Misleads
Examples of how the equity method can distort reported results in certain situations
 • 
Behind the Numbers
A Look at the Beneish M-Score
Ratios are helpful- but they can't do the work for you
 • 
Behind the Numbers
The Organic Growth Illusion
How disappearing volume growth will impact companies in unexpected ways 2023
 • 
Behind the Numbers
Supply Chain Costs Are Falling- Will Inventories and Pricing Follow?
The pressure on margins from supply chain problems are not over yet
 • 
Behind the Numbers
A Peek Behind the Numbers
A Peek Behind the Numbers
Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.
Recommendations
View all 12
The Informationist
The InformationistJames Lavish, CFA
Tuttle Ventures Newsletter
Tuttle Ventures Newsletter Darin Tuttle
Invariant
InvariantDevin LaSarre
TSOH Investment Research Service
TSOH Investment Research ServiceThe Science of Hitting
Doomberg
DoombergDoomberg

A Peek Behind the Numbers

AboutArchiveRecommendationsSitemap
© 2023 Behind the Numbers
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing