A Peek Behind the Numbers

Home
Notes
Archive
About
Behind the DexCom Crash (DXCM)
The warning signs were there- we discussed them in June
 • 
Behind the Numbers
Arrow Electronics (ARW)- A Follow-up to Our Red Flag Note
More concerns with working capital and cash flow
 • 
Behind the Numbers
Trimble Inc (TRMB)- Sometimes It’s What They Don’t Say
Limited disclosure is among several concerns we noted
 • 
Behind the Numbers
Helen of Troy (HELE)- Never Ignore the Flags
Sifting through the rubble of 1Q25
 • 
Behind the Numbers
Behind Ubiquity’s Numbers (UI)
We don’t always write about the bad stuff
 • 
Behind the Numbers
Behind Motorola Solutions’ Numbers (MSI)
Keep an eye on depreciation
 • 
Behind the Numbers
Behind Coherent Corp’s Numbers (COHR)
The red flags are flying
 • 
Behind the Numbers
Behind Arista Networks' (ANET) Numbers
An Earnings Quality Review of the high-flying name
 • 
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 29
The Informationist
The Informationist
James Lavish, CFA
The Bear Cave
The Bear Cave
Edwin Dorsey
Investment Talk
Investment Talk
Conor Mac
S
Stock Picker's Journey
Gregg Jahnke
Lord Fed's Gazette
Lord Fed's Gazette
Lord Fed

A Peek Behind the Numbers

AboutArchiveRecommendationsSitemap
© 2024 Behind the Numbers
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture