Sitemap - 2025 - A Peek Behind the Numbers
Nutanix (NTNX): After the Drop, the Risks Aren't Gone
Prestige Consumer Healthcare (PBH): A Quarter Pulled Forward
Behind the Qs and Ks- (CRWD, AKAM)
The Revenue Recognition Problem at AAON (AAON)
Behind the Qs and Ks- (COO, IR, IOSP, ETN)
Behind the Boom at Rockwell Automation (ROK)
Behind the Qs and Ks- (FIVN, POWI, TGLS, BRC, COTY)
AAOI: When the Numbers Stop Cooperating
Behind the Qs and Ks- (NTNX, ZETA)
Did Calix’s Q3 Borrow From the Future? (CALX)
Behind the Qs and Ks- (NVDA, SMCI, RRX, CRL, PSIX, IDXX)
Cadence Design (CDNS): When the Tailwinds Turn
Behind the Qs and Ks- (AAOI, ALGN, ACIW, XYL, MPWR, RVTY)
Confluent's Quarter Looked Good - Until You Dig Deeper - (CFLT)
Behind the Qs and Ks- (EME, WING, IR, ETN)
Pentair (PNR)- Mirage Guidance Raise and Accounting Tailwinds
Earnings Without Cash (CVNA, URI)
Behind the Qs and Ks (CFLT, ABT, AVY, CDNS, OSIS)
Behind Nutanix's Numbers (NTNX)
Roblox (RBLX): A Reality Check
Red Flags Persist at OSI Systems (OSIS)
From Going Concern Doubts to Market Darling (PSIX)
Behind the Numbers at Avnet (AVT)
Teradata: A Value Screen Mirage? (TDC)
Behind Chipotle's Buyback Math (CMG)
Doximity’s Q1: A Beat Built on Sand (DOCS)
Wingstop Inc. (WING)- Flying High or Stalling Out?
Applied Optoelectronics (AAOI): Flash of Light, or False Dawn?
JAMF: Balance Sheet Signals Trouble
PAR Technology (PAR)- Valuation Without Justification
Silicon Valley's Bolivar Problem
Penumbra's (PEN) Q2: Earnings Quality in Question
Prestige Consumer Healthcare’s (PBH) Q1’26 Miss- A Familiar Story
Cadence Design (CDNS)- Having Their Cake Now
Calix (CALX): Growth Returns, but Can It Last?
Helen of Troy Ltd (HELE)- Another Predictable SNAFU
Confluent Inc (CFLT)- Reality Bites Hard...
Progress Software (PRGS)- Red Flags Behind the Q2 Selloff
Confluent, Inc. (CFLT)- Signs of Weakness Remain
What's Behind Middleby's Numbers? (MIDD)
Abbott’s (ABT) Q2 Setback- Were There Warning Signs?
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)