A Peek Behind the Numbers
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BTN Red Flag Note- Acuity Brands (AYI)
16 cps benefit in a quarter that beat by only 7 cps
Jan 17
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BTN Red Flag Note- Acuity Brands (AYI)
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Multiple Red Flags in Helen of Troy’s (HELE) Q3’25
Benefits from unusual movements in accruals continue to pop up
Jan 14
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Multiple Red Flags in Helen of Troy’s (HELE) Q3’25
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The Over the Hill Gang
Building products companies that are still utilizing older PP&E
Jan 7
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The Over the Hill Gang
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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
Dec 26, 2024
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Unpacking JFrog’s (FROG) Results: Sustainable Growth or Temporary Gains?
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The Supplier Squeeze: Companies Are at It Again
Eight companies that are stretching their payables
Dec 17, 2024
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The Supplier Squeeze: Companies Are at It Again
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Expectations Management– The Earnings Season Game
Be on the lookout for companies guiding to mediocrity
Dec 9, 2024
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Expectations Management– The Earnings Season Game
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Vishay Intertechnology (VSH)- Too Early to Celebrate
Short-term risks loom despite turnaround initiative
Dec 6, 2024
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Vishay Intertechnology (VSH)- Too Early to Celebrate
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November 2024
EPAM Systems’ Disappearing 3Q Earnings Beat (EPAM)
Look closely and it all goes away
Nov 26, 2024
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EPAM Systems’ Disappearing 3Q Earnings Beat (EPAM)
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Penumbra (PEN)- Aren't Buybacks Supposed to Be Accretive?
Non-operational benefits and a buyback that doesn't add up
Nov 22, 2024
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Penumbra (PEN)- Aren't Buybacks Supposed to Be Accretive?
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NVIDIA (NVDA)- A Quick Peek at 3Q Inventory Trends
DSIs remain well below the danger zone and are heading in the right direction
Nov 21, 2024
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NVIDIA (NVDA)- A Quick Peek at 3Q Inventory Trends
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Broken Arrow (ARW)
An update on earnings quality after the Arrow Electronics 3Q collapse
Nov 15, 2024
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Broken Arrow (ARW)
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Dentsply Sirona’s Dental Emergency (XRAY)
Sifting through its latest implosion
Nov 12, 2024
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Dentsply Sirona’s Dental Emergency (XRAY)
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