Updated 23:21 GMT, 4 Nov 2026 SPX 7,688.62 +1.58% NDX 28,437.17 +0.91% VIX 16.61 -20.26% GOLD 4,069.70 +3.28% CL 88.35 -8.05% BTC 80,381.15 +3.93%
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Earnings Echo

One read per earnings report, newest first.

763 posts, newest first · page 1 of 26

  1. CVS Health Beat, Passes Our Screen, and Still Trades With a Margin of Safety.Latest

    Earnings came in at $2.09 a share against $1.65 expected, a beat of 27% (+$0.44 a share).

  2. ITOCHU Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  3. McKesson Clears Our Screen, but the Market Has Already Priced the Good News.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  4. A Soft Print From Uber, and a Screen It Still Clears.

    On 2026-11-04 the shares closed at $69.87, +4.9% against the prior close of $66.60 (opening +2.5% from the prior close).

  5. Novo Nordisk A/S Clears Our Screen on the Beat, but You're Paying Full Freight.

    On 2026-11-04 the shares closed at $42.18, +5.0% against the prior close of $40.19 (opening +5.6% from the prior close).

  6. Arm Screens Clean After the Print, but the Price Has Caught Up.

    On 2026-11-04 the shares closed at $191.80, -5.3% against the prior close of $202.49 (opening -0.3% from the prior close).

  7. 60 Plus Earnings Reports Cluster Risk on 4 November 2026

    60 plus names report on 4 November 2026 which means broad sector coverage across tech consumer and healthcare.

  8. The Market Is Discounting AppLovin by 46%

    Fails the principled screen, Debt ratio. A strong business is not the same as a suitable one; for a values-conscious book this is a do-not-chase regardless of the print.

  9. No Room to Miss: MercadoLibre at 45x Earnings

    Screens compliant (both standards agree).

  10. Suncor Energy Is Priced for a Flawless Print, at 14x

    Screens compliant (both standards agree).

  11. Emerson Electric Is Priced for a Flawless Print, at 37x

    Screens compliant (both standards agree).

  12. McKesson: What the Print Has to Prove Today

    Screens compliant (both standards agree).

  13. A 37% Margin of Safety Meets CVS Health's Print

    Screens compliant (on our anchor standard; the faith-based screen is stricter here).

  14. Uber's 37% ROE Meets the Tape

    Screens compliant (both standards agree).

  15. The Market Has Already Paid Up for Qualcomm

    Screens compliant (both standards agree).

  16. Perfection Is Priced Into McDonald's

    Fails the principled screen, Debt ratio. A strong business is not the same as a suitable one; for a values-conscious book this is a do-not-chase regardless of the print.

  17. Perfection Is Priced Into Arm

    Screens compliant (both standards agree).

  18. Strong Print From MPLX, and Still Not Ours to Own. Here's the Line.

    Earnings came in at $1.15 a share against $1.13 expected, a beat of 2% (+$0.02 a share).

  19. Energy Transfer Missed, and It Was Never Ours to Own. Protection Before Participation.

    Earnings came in at $0.33 a share against $0.41 expected, a miss of 20% (-$0.08 a share).

  20. A Weak Quarter From Apollo Global Management, and a Screen We Were Never Going to Cross.

    Earnings came in at $2.07 a share against $2.20 expected, a miss of 6% (-$0.13 a share).

  21. The Numbers Work for Booking. Our Screen Doesn't. We Pass.

    Revenue of $7.35B compares with $9.50B expected, 22.6% below consensus.

  22. Marathon Petroleum Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.

    Earnings came in at $26.93 a share against $26.00 expected, a beat of 4% (+$0.93 a share).

  23. A Clean Beat From Pfizer, and It Holds Up to Our Screen.

    On 2026-11-03 the shares closed at $30.00, -2.2% against the prior close of $30.67 (opening +0.0% from the prior close).

  24. Arista Networks Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.

    Revenue of $3.04B compares with $3.30B expected, 8.0% below consensus.

  25. Why We're Passing on Amgen Despite the Beat.

    Earnings came in at $6.45 a share against $5.78 expected, a beat of 12% (+$0.67 a share).

  26. Advanced Micro Devices Clears Our Screen, but the Market Has Already Priced the Good News.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  27. Electronic Arts Screens Clean After the Print, but the Price Has Caught Up.

    Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.

  28. 4 November Cluster Sets Dominant Tape Driver

    60 plus names file results on the single day of 4 November 2026 which means the tape absorbs clustered volatility from multiple sectors at once.

  29. MPLX Has to Beat, Not Just Meet

    Fails the principled screen, Debt ratio. A strong business is not the same as a suitable one; for a values-conscious book this is a do-not-chase regardless of the print.

  30. Energy Transfer Has to Beat, Not Just Meet

    Fails the principled screen, Debt ratio. A strong business is not the same as a suitable one; for a values-conscious book this is a do-not-chase regardless of the print.

Educational interpretation only. Not financial advice. Every post keeps the date it was filed; figures inside a post are as of that date.

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