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December 2024

Unpacking JFrog’s (FROG) Results: Sustainable Growth or Temporary Gains?
A look at 3Q results suggests the caution is warranted
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Behind the Numbers
The Supplier Squeeze: Companies Are at It Again
Eight companies that are stretching their payables
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Behind the Numbers
Expectations Management– The Earnings Season Game
Be on the lookout for companies guiding to mediocrity
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Behind the Numbers
Vishay Intertechnology (VSH)- Too Early to Celebrate
Short-term risks loom despite turnaround initiative
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Behind the Numbers

November 2024

EPAM Systems’ Disappearing 3Q Earnings Beat (EPAM)
Look closely and it all goes away
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Behind the Numbers
Penumbra (PEN)- Aren't Buybacks Supposed to Be Accretive?
Non-operational benefits and a buyback that doesn't add up
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Behind the Numbers
NVIDIA (NVDA)- A Quick Peek at 3Q Inventory Trends
DSIs remain well below the danger zone and are heading in the right direction
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Behind the Numbers
Broken Arrow (ARW)
An update on earnings quality after the Arrow Electronics 3Q collapse
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Behind the Numbers
Dentsply Sirona’s Dental Emergency (XRAY)
Sifting through its latest implosion
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Behind the Numbers
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