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Behind the DexCom Crash (DXCM)
The warning signs were there- we discussed them in June
14 hrs ago
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Behind the DexCom Crash (DXCM)
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Arrow Electronics (ARW)- A Follow-up to Our Red Flag Note
More concerns with working capital and cash flow
Jul 23
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Arrow Electronics (ARW)- A Follow-up to Our Red Flag Note
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Trimble Inc (TRMB)- Sometimes It’s What They Don’t Say
Limited disclosure is among several concerns we noted
Jul 19
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Trimble Inc (TRMB)- Sometimes It’s What They Don’t Say
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Helen of Troy (HELE)- Never Ignore the Flags
Sifting through the rubble of 1Q25
Jul 17
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Helen of Troy (HELE)- Never Ignore the Flags
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Behind Ubiquity’s Numbers (UI)
We don’t always write about the bad stuff
Jul 12
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Behind Ubiquity’s Numbers (UI)
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Behind Motorola Solutions’ Numbers (MSI)
Keep an eye on depreciation
Jul 9
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Behind Motorola Solutions’ Numbers (MSI)
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Behind Coherent Corp’s Numbers (COHR)
The red flags are flying
Jul 3
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Behind Coherent Corp’s Numbers (COHR)
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June 2024
Behind Arista Networks' (ANET) Numbers
An Earnings Quality Review of the high-flying name
Jun 28
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Behind Arista Networks' (ANET) Numbers
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Overview of Cisco’s (CSCO) 3Q24 Earnings Quality
The accounting-related benefits continued into the latest quarter
Jun 21
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Behind the Numbers
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Overview of Cisco’s (CSCO) 3Q24 Earnings Quality
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Weakness Behind Allegro MicroSystems’ (ALGM) 4Q24 Numbers
The numbers indicate growth may remain stunted
Jun 14
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Behind the Numbers
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Weakness Behind Allegro MicroSystems’ (ALGM) 4Q24 Numbers
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Universal Display (OLED)- Deferred (Revenue) Gratification
Deciphering the moving parts of the company’s revenue recognition accounts
Jun 10
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Universal Display (OLED)- Deferred (Revenue) Gratification
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Is Growth Weakening at DexCom (DXCM)?
Highlighting a key accrual to watch closely in upcoming quarters
Jun 5
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Is Growth Weakening at DexCom (DXCM)?
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