A Peek Behind the Numbers

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