Earnings Echo
Earnings moves, volatility crush, post-earnings momentum
DLocal Beat, Passes Our Screen, and Still Trades With a Margin of Safety.
Earnings Review · 13 August 2026 DLocal Beat, Passes Our Screen, and Still Trades With a Margin of Safety. The print Revenue $0.40B vs $0.37B…
AMAT JD.com Anchor Crowded Thursday Earnings Window
Thursday Slate Sets Direct Tech and China Signals Thirty names cross the tape today with Applied Materials and JD.com providing the clearest read through on…
Lenovo Clears Our Screen, but the Market Has Already Priced the Good News.
Earnings Review · 13 August 2026 Lenovo Clears Our Screen, but the Market Has Already Priced the Good News. The print Results are in but…
Lenovo Reported: Compliant on the Screen, and the Valuation Is On Offer.
Earnings Review · 13 August 2026 Lenovo Reported: Compliant on the Screen, and the Valuation Is On Offer. The print Results are in but not…
Antofagasta Clears Our Screen, but the Market Has Already Priced the Good News.
Earnings Review · 13 August 2026 Antofagasta Clears Our Screen, but the Market Has Already Priced the Good News. The print Results are in but…
E.ON’s strong quarter, measured against our values screen
Earnings Review · 13 August 2026 E.ON Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Results are in but not…
Nu Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 13 August 2026 Nu Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Revenue $3.54B vs $0.19 expected.…
Nebius delivered, and clears our principled screen
Earnings Review · 13 August 2026 Nebius Delivered the Quarter and Clears Our Principled Screen. What We’re Watching. The print Revenue $0.40B. EPS $-0.68 vs…
Brookfield Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Earnings Review · 13 August 2026 Brookfield Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside. The print Revenue $18.58B vs $0.31 expected.…
Grupo clears the screen, but the good news is already priced in
Earnings Review · 13 August 2026 Grupo Clears Our Screen, but the Market Has Already Priced the Good News. The print Results are in but…