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CapEx and The Next Leg

Aug 18, 2014 | Financial Analysis

Pulling Back the Curtain on Earnings Quality

Jun 18, 2014 | Financial Analysis

Scratch Below the Surface (GAAP and Non-GAAP Earnings)

Dec 18, 2013 | Financial Analysis

At the Margin (Interest Expense and Profit Margins)

Dec 18, 2013 | Financial Analysis

Inside Return on Equity

Jun 18, 2013 | Financial Analysis

Is Underinvestment a Problem (CAPEX)

Dec 2, 2012 | Financial Analysis

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RECENT ARTICLES

  • Global Earnings Report Update 1Q 2020
  • Europe: Prospect or Pariah
  • U.S. Large Cap Earnings Report Update (4Q 2019)
  • Global Earnings Report Update (4Q 2019)
  • Can Trump Carry the Farm States
  • US Large Cap Earnings Report Update (3Q 2019)
  • Does China Really Want a Deal?
  • Looking for Unexpected Earnings Growth and Obsessively Managing Risk
  • As Bad as it Gets?
  • Market Perspectives (Q2 2019)
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