Earnings Echo
Earnings moves, volatility crush, post-earnings momentum
Deere Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 20 August 2026 Deere Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $13.09B. EPS…
Alibaba Missed, and It Was Never Ours to Own. Protection Before Participation.
Earnings Review · 20 August 2026 Alibaba Missed, and It Was Never Ours to Own. Protection Before Participation. The print Revenue $243.38B. EPS $8.52 vs…
Walmart Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
Earnings Review · 20 August 2026 Walmart Beat and Clears Our Screen, but the Valuation Leaves No Room for Error. The print Revenue $177.75B. EPS…
Walmart Alibaba Day Sets Retail China Tone for Tape
Today’s Crowded Lineup and Immediate Focus Twenty eight names hit the tape on 20 August 2026 with Walmart and Alibaba heading the list. Retail and…
Novozymes A/S Is Priced for a Flawless Print, at 44x
Earnings Preview · 20 August 2026 Novozymes A/S Is Priced for a Flawless Print, at 44x Where our screen stands going in Screens compliant (on…
A 50% Margin of Safety Meets NetEase’s Print
Earnings Preview · 20 August 2026 A 50% Margin of Safety Meets NetEase’s Print Where our screen stands going in Screens compliant (both standards agree).…
Alibaba Goes In 74% Under Our Fair Value
Earnings Preview · 20 August 2026 Alibaba Goes In 74% Under Our Fair Value Where our screen stands going in Fails the principled screen, One…
Estée Lauder Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 19 August 2026 Estée Lauder Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $3.71B.…
Viking Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass.
Earnings Review · 19 August 2026 Viking Beat the Quarter, and Still Fails Our Ethical Screen. Here’s Why We Pass. The print Revenue $1.05B. EPS…
Hong Kong Exchanges Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 19 August 2026 Hong Kong Exchanges Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in…