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The Music Has Stopped
Earnings impacts of falling inventories
20 hr ago
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The Music Has Stopped
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May 2023
Baby Steps
Companies often overlooked moves that add up to huge strides in value
May 24
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Baby Steps
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Finding Value Where Others Don’t See It
A closer look at Air Lease's (AL) balance sheet
May 17
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Behind the Numbers
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Finding Value Where Others Don’t See It
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Trouble Still Brewing at Keurig Dr Pepper (KDP)
Despite recent underperformance, KDP’s payables remain a significant risk
May 9
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Behind the Numbers
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Trouble Still Brewing at Keurig Dr Pepper (KDP)
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When GAAP Misleads
Examples of how the equity method can distort reported results in certain situations
May 2
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Behind the Numbers
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When GAAP Misleads
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April 2023
A Look at the Beneish M-Score
Ratios are helpful- but they can't do the work for you
Apr 26
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A Look at the Beneish M-Score
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The Organic Growth Illusion
How disappearing volume growth will impact companies in unexpected ways 2023
Apr 19
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The Organic Growth Illusion
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Supply Chain Costs Are Falling- Will Inventories and Pricing Follow?
The pressure on margins from supply chain problems are not over yet
Apr 13
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Supply Chain Costs Are Falling- Will Inventories and Pricing Follow?
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Medtronic (MDT)- Pay Now, Expense It Later
A closer look at an unusual decline in MDT’s accrued expenses
Apr 11
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Behind the Numbers
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Medtronic (MDT)- Pay Now, Expense It Later
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Coca-Cola’s (KO) 4Q
Tailwinds turning to headwinds
Apr 3
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Behind the Numbers
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Coca-Cola’s (KO) 4Q
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March 2023
Finding Misclassified Diamonds
A case for Starwood Property Trust (STWD)
Mar 27
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Finding Misclassified Diamonds
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IBM- Death by 1000 Cuts
IBM’s fourth quarter featured another batch of accounting-related benefits
Mar 20
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IBM- Death by 1000 Cuts
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