Sitemap - 2023 - A Peek Behind the Numbers

The Inventory Shuffle

Disappearing Software Research

Debt Down = Stock Up

The Semiconductor Companies Not Expensing R&D

Who Isn’t Expensing Their R&D?- Part 1

DoorDash (DASH) 3Q Update- Lowball and Slash

Convertible Tech Wreck

The Hidden Tech Headwind

Spotting an Awful Deal

Behind Marvell Technology’s (MRVL) Numbers

Newell Brands and the SEC- At Last They Meet

DoorDash Away All!

Mohawk (MHK) May Not Have Hit the Floor Yet

Mislabeling- the Real Ingredients in Live Nation’s (LYV) Cash Line

The High PE Bait and Switch

A Look at Broadcom’s (AVGO) Vendor Allowances

Amortization Isn’t a Cash Expense… Right?

Sysco (SYY)- Running Low on Provisions

Keep Watching the Guides

Hidden Pictures

Hot Pricing Down South

Tale of Two Staples Giants

The Fortune 500 Payday Loan

OKTA- Disproving Shakespeare’s “What’s in a Name?” Theory Every Quarter

More Debt Shell Games

Debt by Any Other Name

Read the Calls, Not Just the Numbers

The Music Has Stopped

Baby Steps

Finding Value Where Others Don’t See It

Trouble Still Brewing at Keurig Dr Pepper (KDP)

When GAAP Misleads

A Look at the Beneish M-Score

The Organic Growth Illusion

Supply Chain Costs Are Falling- Will Inventories and Pricing Follow?

Medtronic (MDT)- Pay Now, Expense It Later

Coca-Cola’s (KO) 4Q

Finding Misclassified Diamonds

IBM- Death by 1000 Cuts

Getting an Allowance

Redrawing the Target

Becton, Dickinson’s (BDX) 4Q Earnings

More Insights from the Calls

Let’s Assume a Can Opener

More Insights from 4Q Calls

Stop Pretending Foreign Exchange Isn’t a Real Cost

More Insights from the Calls

J. M. Smucker’s (SJM) Pet Food Deal Was Good- Earnings Quality Not as Much

Insights from the Calls

More on Leveraged Acquirers

Coupons Are Clipping Back

Cintas’ (CTAS) Inventory Reserves Keep Declining

All Hail Acquisition Caesar!

XRAY- Maybe the Right People Just Haven’t Tried It Yet?