Sitemap - 2023 - A Peek Behind the Numbers
Disappearing Software Research
The Semiconductor Companies Not Expensing R&D
Who Isn’t Expensing Their R&D?- Part 1
DoorDash (DASH) 3Q Update- Lowball and Slash
Behind Marvell Technology’s (MRVL) Numbers
Newell Brands and the SEC- At Last They Meet
Mohawk (MHK) May Not Have Hit the Floor Yet
Mislabeling- the Real Ingredients in Live Nation’s (LYV) Cash Line
A Look at Broadcom’s (AVGO) Vendor Allowances
Amortization Isn’t a Cash Expense… Right?
Sysco (SYY)- Running Low on Provisions
OKTA- Disproving Shakespeare’s “What’s in a Name?” Theory Every Quarter
Read the Calls, Not Just the Numbers
Finding Value Where Others Don’t See It
Trouble Still Brewing at Keurig Dr Pepper (KDP)
Supply Chain Costs Are Falling- Will Inventories and Pricing Follow?
Medtronic (MDT)- Pay Now, Expense It Later
Finding Misclassified Diamonds
Becton, Dickinson’s (BDX) 4Q Earnings
Stop Pretending Foreign Exchange Isn’t a Real Cost
J. M. Smucker’s (SJM) Pet Food Deal Was Good- Earnings Quality Not as Much