A Peek Behind the Numbers
Subscribe
Sign in
Home
Notes
Archive
About
Latest
Top
Discussions
Tech Revenue Warnings
Five tech names whose accounting disclosures are signaling an unexpected slowdown
Apr 12
•
Behind the Numbers
2
Share this post
Tech Revenue Warnings
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
You’re Only as Good as Your Tools
Depreciation-related risks for machinery and equipment makers
Apr 5
•
Behind the Numbers
5
Share this post
You’re Only as Good as Your Tools
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
Running It into the Ground
Aerospace companies with aging assets
Apr 1
•
Behind the Numbers
6
Share this post
Running It into the Ground
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
March 2024
Spock Looks at NVIDIA (NVDA)
A logical view of the business model, the accounting, and the past
Mar 22
•
Behind the Numbers
6
Share this post
Spock Looks at NVIDIA (NVDA)
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
Discretionary Revenue Recognition
Five consumer discretionary names with anomalies in their latest revenue numbers
Mar 15
•
Behind the Numbers
2
Share this post
Discretionary Revenue Recognition
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
Warning Signs at Johnson Controls (JCI)
A forensic accounting deep dive turns up several red flags
Mar 11
•
Behind the Numbers
6
Share this post
Warning Signs at Johnson Controls (JCI)
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
A Peek Behind Okta’s (OKTA) 4Q Numbers
A forensic accounting review continues to reveal problems
Mar 5
•
Behind the Numbers
2
Share this post
A Peek Behind Okta’s (OKTA) 4Q Numbers
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
February 2024
IBM- More Big Blue Red Flags in 4Q
IBM’s 4Q results still look suspect to us
Feb 29
•
Behind the Numbers
2
Share this post
IBM- More Big Blue Red Flags in 4Q
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
Review of Coke’s (KO) 4Q and 10-K
A look at more unsustainable benefits to earnings and cash flow growth
Feb 28
•
Behind the Numbers
4
Share this post
Review of Coke’s (KO) 4Q and 10-K
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
The Leverage Labyrinth
We believe the gap between Teva Pharmaceutical’s (TEVA) headline leverage ratio and reality is widening
Feb 21
•
Behind the Numbers
4
Share this post
The Leverage Labyrinth
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
Coca-Cola (KO)- The FX Reversal Is Looming
An update on the company’s pricing vs. FX impacts
Feb 14
•
Behind the Numbers
4
Share this post
Coca-Cola (KO)- The FX Reversal Is Looming
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
Dumping the Buyback Kool-Aid
Companies whose buybacks are generating questionable shareholder value
Feb 13
•
Behind the Numbers
9
Share this post
Dumping the Buyback Kool-Aid
peekbehindthenumbers.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts