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Debt Down = Stock Up
A simple catalyst for unlocking significant value for shareholders
7 hrs ago
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Debt Down = Stock Up
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The Semiconductor Companies Not Expensing R&D
A close look at R&D-related accounting at 19 of the big semis
Nov 21
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The Semiconductor Companies Not Expensing R&D
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Who Isn’t Expensing Their R&D?- Part 1
An introduction to a series of reports that will answer the question
Nov 15
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Who Isn’t Expensing Their R&D?- Part 1
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DoorDash (DASH) 3Q Update- Lowball and Slash
4Q outlook looks aggressive given possibly unsustainable cost cuts that drove 3Q results
Nov 8
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Behind the Numbers
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DoorDash (DASH) 3Q Update- Lowball and Slash
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Convertible Tech Wreck
Many tech favorites are exposed to a significant cash flow risk few investors are discussing
Nov 1
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Behind the Numbers
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Convertible Tech Wreck
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October 2023
The Hidden Tech Headwind
Rising stock compensation as a percentage of sales threatens to set in motion a vicious cycle
Oct 24
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Behind the Numbers
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The Hidden Tech Headwind
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Spotting an Awful Deal
The red flags that point to capital destruction
Oct 17
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Spotting an Awful Deal
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Behind Marvell Technology’s (MRVL) Numbers
The host of complex factors that skew the company’s reported results
Oct 8
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Behind the Numbers
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Behind Marvell Technology’s (MRVL) Numbers
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Newell Brands and the SEC- At Last They Meet
Why investors shouldn't be shocked
Oct 3
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Newell Brands and the SEC- At Last They Meet
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September 2023
DoorDash Away All!
A hard look at DoorDash’s (DASH) increasingly unrealistic adjustments
Sep 29
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Behind the Numbers
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DoorDash Away All!
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Mohawk (MHK) May Not Have Hit the Floor Yet
A close look at the footnotes shows its reserves remain an overhang
Sep 22
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Behind the Numbers
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Mohawk (MHK) May Not Have Hit the Floor Yet
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Mislabeling- the Real Ingredients in Live Nation’s (LYV) Cash Line
A casual glance at the cash balance leaves investors with the wrong impression
Sep 15
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Mislabeling- the Real Ingredients in Live Nation’s (LYV) Cash Line
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