A Peek Behind the Numbers
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Behind the Qs and Ks- (TSLA, LRCX, DOV)
Early clues from our accounting red-flag screening process
May 5
•
Behind the Numbers
5
April 2026
CALX: After the Selloff
What the latest results reveal - and what still warrants attention
Apr 29
•
Behind the Numbers
5
Behind the Qs and Ks- (SNX)
Early clues from our accounting red-flag screening process
Apr 24
•
Behind the Numbers
3
1
AAOI: The View from Behind the Numbers
What’s driving recent results - and why it matters at this valuation
Apr 22
•
Behind the Numbers
7
Behind the Qs and Ks- (ORCL, NKE)
Early clues from our accounting red-flag screening process
Apr 17
•
Behind the Numbers
7
1
Eaton’s Balancing Act (ETN)
Managing growth, acquisitions, and earnings quality in a high-expectations environment
Apr 15
•
Behind the Numbers
5
1
Behind the Qs and Ks- (AAON, PRGS, EPAC)
Early clues from our accounting red-flag screening process
Apr 10
•
Behind the Numbers
5
When EBITDA Isn’t Cash: A Closer Look at Conagra (CAG)
Equity income, shrinking JV cash flows, and a tightening margin for error
Apr 7
•
Behind the Numbers
4
1
Behind the Qs and Ks- (CGNX, PSIX)
Early clues from our accounting red-flag screening process
Apr 2
•
Behind the Numbers
4
CDNS: Reading Between the Lines in Q4
Key underlying trends could have important implications for future results
Apr 1
•
Behind the Numbers
4
March 2026
Behind the Qs and Ks- (ESAB, RVTY)
Early clues from our accounting red-flag screening process
Mar 27
•
Behind the Numbers
6
1
NTNX: Revenue Recognized… But Not Yet Earned?
What NTNX’s latest disclosure change may signal about the quality and timing of its revenue
Mar 25
•
Behind the Numbers
8
2
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