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Questionable Quality of Marvell Technology’s (MRVL) 4Q Results
Multiple accounting-related benefits in a quarter that just met expectations
Apr 25
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Questionable Quality of Marvell Technology’s (MRVL) 4Q Results
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Red Flag Note- Autodesk, Inc. (ADSK)
Is it safe to go back in the water?
Apr 23
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Red Flag Note- Autodesk, Inc. (ADSK)
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Tech Red Flags Notes (CSCO, ITRI)
Introduction to our new Red Flag Notes
Apr 19
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Tech Red Flags Notes (CSCO, ITRI)
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Tech Revenue Warnings
Five tech names whose accounting disclosures are signaling an unexpected slowdown
Apr 12
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Behind the Numbers
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Tech Revenue Warnings
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You’re Only as Good as Your Tools
Depreciation-related risks for machinery and equipment makers
Apr 5
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Behind the Numbers
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You’re Only as Good as Your Tools
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Running It into the Ground
Aerospace companies with aging assets
Apr 1
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Behind the Numbers
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Running It into the Ground
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March 2024
Spock Looks at NVIDIA (NVDA)
A logical view of the business model, the accounting, and the past
Mar 22
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Behind the Numbers
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Spock Looks at NVIDIA (NVDA)
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Discretionary Revenue Recognition
Five consumer discretionary names with anomalies in their latest revenue numbers
Mar 15
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Behind the Numbers
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Discretionary Revenue Recognition
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Warning Signs at Johnson Controls (JCI)
A forensic accounting deep dive turns up several red flags
Mar 11
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Behind the Numbers
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Warning Signs at Johnson Controls (JCI)
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A Peek Behind Okta’s (OKTA) 4Q Numbers
A forensic accounting review continues to reveal problems
Mar 5
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Behind the Numbers
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A Peek Behind Okta’s (OKTA) 4Q Numbers
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February 2024
IBM- More Big Blue Red Flags in 4Q
IBM’s 4Q results still look suspect to us
Feb 29
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Behind the Numbers
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IBM- More Big Blue Red Flags in 4Q
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Review of Coke’s (KO) 4Q and 10-K
A look at more unsustainable benefits to earnings and cash flow growth
Feb 28
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Behind the Numbers
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Review of Coke’s (KO) 4Q and 10-K
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