Sitemap - 2025 - A Peek Behind the Numbers
Samsara Inc. (IOT)- Valuation vs. Reality
Carvana (CVNA)- The Paper Profit Turnaround
Certara (CERT): The Red Flags Abound
CSG Systems' (CSGS)- Strained Model
Kenvue Inc (KVUE)- Riding the Initial Wave of the Spine-Off
Zimmer Biomet (ZBH)- Is 11.5 the "Real" PE?
Behind Jamf Holding's Numbers (JAMF)
Enovis (ENOV)Corporation: Growth, But at What Cost?
Artivion’s (AORT) Q1- Better Than Feared, But Suspect Quality
Unpacking Doximity’s (DOCS) Q4 Numbers
DNOW’s (DNOW)- Q1 More Optical than Operational
Prestige Consumer Healthcare (PBH) Tops EPS, but the Details Tell a Less Impressive Story
Behind OSI Systems’ (OSIS) Q3 Numbers
Healthcare Services Group (HCSG)- Has Anything Really Changed?
Chart Industries Inc (GLTS)- Q1’25 Earnings Quality Update
Quest Diagnostics Inc. (DGX): Growing- but at What Cost?
Mondelez (MDLZ)- We See Why It Didn’t Raise Guidance
ResMed Inc (RMD)- Q3’25 Update
Enovis (ENOV)- Problems with Its Growth Through Acquisition Strategy
Synopsis Inc (SNPS)- Q1’25 Red Flags
Acuity Brands Inc. (AYI)- More Problems Emerge in Q2'25
Jabil Inc. (JBL)- Trouble Brewing Beneath the Beat
WD-40 Co (WDFC)- Update after Q2 Miss
A Peek Behind Doximity’s Numbers (DOCS)
Health Check: Is Growth Through Acquisition Making the Grade?
TD SYNNEX (SNX)- Update the Q1’25 Blowup
Chart Industries Inc. (GTLS)- Q4 Update
BTN Red Flag Note- Upbound Group, Inc. (UPBD)
Neogen Corp. (NEOG)- Every Silver Lining Has a Cloud
Red Flag Note- OSI Systems Inc. (OSIS)
The Great Stock Compensation Dilemma
Are You Flying to Quality Quality?
EPAM Systems (EPAM) Q4’24 Post-Mortem
Vertex’s (VERX) Q4 Disappointment
Hubbell Inc. (HUBB)- Weak Beat + Low Accruals
BTN Red Flag Note- DNOW Inc. (DNOW)
Central Garden & Pet (CENT)- BTN Red Flag Note
Update on Allegro Microsystems, Inc. (ALGM)
Small Hurdles, Big Rewards- Cloudflare’s (NET) Q4’24
Dirty Laundry- Cintas (CTAS) vs. UniFirst (UNF)
BTN Red Flag Note- ResMed (RMD) Update Q2’25
Hidden Liabilities – A Short Selling Safeguard
BTN Red Flag Note- Adient Plc (ADNT)
BTN Red Flag Note- TD SYNNEX Corp (SNX)
The Over the Hill Gang- Part 2
BTN Red Flag Note- WD-40 Company (WDFC)
BTN Red Flag Note- Acuity Brands (AYI)