A Peek Behind the Numbers

Home
Notes
Archive
About
New
Top
Discussion
Debt Down = Stock Up
A simple catalyst for unlocking significant value for shareholders
 • 
Behind the Numbers
The Semiconductor Companies Not Expensing R&D
A close look at R&D-related accounting at 19 of the big semis
 • 
Behind the Numbers
Who Isn’t Expensing Their R&D?- Part 1
An introduction to a series of reports that will answer the question
 • 
Behind the Numbers
DoorDash (DASH) 3Q Update- Lowball and Slash
4Q outlook looks aggressive given possibly unsustainable cost cuts that drove 3Q results
 • 
Behind the Numbers
Convertible Tech Wreck
Many tech favorites are exposed to a significant cash flow risk few investors are discussing
 • 
Behind the Numbers
October 2023
The Hidden Tech Headwind
Rising stock compensation as a percentage of sales threatens to set in motion a vicious cycle
 • 
Behind the Numbers
Spotting an Awful Deal
The red flags that point to capital destruction
 • 
Behind the Numbers
Behind Marvell Technology’s (MRVL) Numbers
The host of complex factors that skew the company’s reported results
 • 
Behind the Numbers
Newell Brands and the SEC- At Last They Meet
Why investors shouldn't be shocked
 • 
Behind the Numbers
September 2023
DoorDash Away All!
A hard look at DoorDash’s (DASH) increasingly unrealistic adjustments
 • 
Behind the Numbers
Mohawk (MHK) May Not Have Hit the Floor Yet
A close look at the footnotes shows its reserves remain an overhang
 • 
Behind the Numbers
Mislabeling- the Real Ingredients in Live Nation’s (LYV) Cash Line
A casual glance at the cash balance leaves investors with the wrong impression
 • 
Behind the Numbers
© 2023 Behind the Numbers
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing