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EPAM Systems’ Disappearing 3Q Earnings Beat (EPAM)
Look closely and it all goes away
Nov 26
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Behind the Numbers
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EPAM Systems’ Disappearing 3Q Earnings Beat (EPAM)
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Penumbra (PEN)- Aren't Buybacks Supposed to Be Accretive?
Non-operational benefits and a buyback that doesn't add up
Nov 22
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Behind the Numbers
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Penumbra (PEN)- Aren't Buybacks Supposed to Be Accretive?
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NVIDIA (NVDA)- A Quick Peek at 3Q Inventory Trends
DSIs remain well below the danger zone and are heading in the right direction
Nov 21
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Behind the Numbers
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NVIDIA (NVDA)- A Quick Peek at 3Q Inventory Trends
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Broken Arrow (ARW)
An update on earnings quality after the Arrow Electronics 3Q collapse
Nov 15
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Behind the Numbers
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Broken Arrow (ARW)
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Dentsply Sirona’s Dental Emergency (XRAY)
Sifting through its latest implosion
Nov 12
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Behind the Numbers
2
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Dentsply Sirona’s Dental Emergency (XRAY)
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Are Things Getting Better at DexCom (DXCM)?
An earnings quality review of the company’s third quarter
Nov 6
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Behind the Numbers
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Are Things Getting Better at DexCom (DXCM)?
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Coke’s (KO) FX Conundrum
The last of the outsized price boosters
Nov 1
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Behind the Numbers
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Coke’s (KO) FX Conundrum
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Pentair plc (PNR)- Stealth Cuts
3Q24 featured more stealth cuts and one-time accounting benefits
Nov 1
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Behind the Numbers
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Pentair plc (PNR)- Stealth Cuts
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A Peek Behind the Numbers
Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.
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