Sitemap - 2022 - A Peek Behind the Numbers

One of These Things Is Not Like the Other

MongoDB (MDB)- Rewriting History

Stealth Cuts

Where Are the Higher Wages?

Suspicious Consistency

Do Your Laptops Last Six Years?

If at First You Don’t Succeed, Change the Rules

Now You See It, Now You Don’t

Cintas’ Obsolete Masks

Mad Men Accounting

Pay Me Now or Pay Me Later

Mom and Dad Just Pulled into the Driveway!

The Goodwill Boomerang

Cutting Edge Tech at Absolutely No Cost to You

We Do Not Report Adjusted Anything

Mohawk's Magical Disappearing Reserves

Crazy Eddie, the Crooked E, and Toilet Paper Inventory

AFFO- Absurd Funds from Operations

Where Did All the Coke Go? (Corrected Version)

Where Did All the Coke Go?

It Cuts Both Ways

Big Blue Red Flags

South of the Border Frito Fiesta

Is General Mills (GIS) a Safe Place in the Storm?

Signing Off on DocuSign?

We Will Gladly Pay You Tuesday for Some Raw Materials Today

Salmon that Eat Bears

Hacking the Security Companies' Earnings

What if Stock Comp Was Cash?

The Cyclical that Isn't- LYB

Peek Behind the Numbers Thursday Thoughts for 5/19/2022

Peek Behind the Numbers Thursday Thoughts for 5/12/2022

The Dentsply Sirona (XRAY) Implosion

Mohawk Industries (MHK)

Teva Pharmaceuticals (TEVA)

The Shortcomings of EBITDA

Hidden Weakness in IBM’s 12/21 Quarter (IBM)

Warren Buffett and Fanciful Earnings Adjustments-Part Two

Patterson Companies, Inc. (PDCO)

Inventory Warning Signs

On Glass Houses and Fanciful Earnings Adjustments

On Glass Houses and Fanciful Earnings Adjustments

The Problem with Iron Mountain (IRM)

The Coca-Cola Company (KO)

Mondelez International (MDLZ)- Part 3

Newell Brands and a Little Alchemy of Finance

Mondelez International (MDLZ)- Part Two

Supply Chain Constraints Show the Limits of Common Size Income Statements

Mondelez International (MDLZ)-Part One

Homebuilders' Impairment Potential

Conagra Brands (CAG) and its Disappearing Goodwill

Treehouse Foods, Inc. (THS)

Sysco Corporation (SYY)

The Impact of Acquisitions on Earnings Quality- Part 1

General Mills' Inventory Accounting