Earnings Echo
Earnings moves, volatility crush, post-earnings momentum
Perfection Is Priced Into Intel
Earnings Preview · 29 October 2026 Perfection Is Priced Into Intel Where our screen stands going in Screens compliant (both standards agree). A name values-conscious…
We’ll Watch Mastercard Today. We Won’t Own It.
Earnings Preview · 29 October 2026 We’ll Watch Mastercard Today. We Won’t Own It. Where our screen stands going in Fails the principled screen, Business…
No Room to Miss: Lilly at 41x Earnings
Earnings Preview · 29 October 2026 No Room to Miss: Lilly at 41x Earnings Where our screen stands going in The two standards split: it…
A 31% Return-on-Equity Machine: Amazon Reports Today
Earnings Preview · 29 October 2026 A 31% Return-on-Equity Machine: Amazon Reports Today Where our screen stands going in Screens compliant (both standards agree). A…
Hitachi Missed, and It Was Never Ours to Own. Protection Before Participation.
Earnings Review · 28 October 2026 Hitachi Missed, and It Was Never Ours to Own. Protection Before Participation. The print Revenue $2709.59B. EPS $0.32 vs…
Advantest Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 28 October 2026 Advantest Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
The Numbers Work for Airbus. Our Screen Doesn’t. We Pass.
Earnings Review · 28 October 2026 The Numbers Work for Airbus. Our Screen Doesn’t. We Pass. The print Results are in but not yet verified…
Strong Print From Amphenol, and Still Not Ours to Own. Here’s the Line.
Earnings Review · 28 October 2026 Strong Print From Amphenol, and Still Not Ours to Own. Here’s the Line. The print Revenue n/a. EPS $0.80…
Why We’re Passing on KLA Despite the Beat.
Earnings Review · 28 October 2026 Why We’re Passing on KLA Despite the Beat. The print Revenue $3.66B. EPS $1.22 vs $1.18 expected. What changed…
Reading Microsoft’s Quarter Through Our Principled Screen.
Earnings Review · 28 October 2026 Reading Microsoft’s Quarter Through Our Principled Screen. The print Results are in but not yet verified against a primary…