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Earnings Echo

One read per earnings report, newest first.

792 posts, newest first · page 13 of 27

  1. A 72% Margin of Safety Meets Prosus N.V.'s Print

    Screens compliant (both standards agree).

  2. Snowflake Has to Beat, Not Just Meet

    Screens compliant (both standards agree).

  3. No Room to Miss: Broadcom at 60x Earnings

    The two standards split: it clears the faith-based (AAOIFI) screen but not our broader anchor screen.

  4. Credo Technology Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.

    Money has been flowing IN underneath a flat-to-lower price: quiet accumulation, the kind of positioning that tends to show up before a name moves, not after.

  5. A Beat From Medtronic, a Clean Screen, and Room Left in the Price.

    Underlying money flow is constructive: buyers in control on balance going in.

  6. Dell Technologies After the Print: How It Reads Through Our Screen.

    Price has run up but the money has been quietly leaving: distribution into strength.

  7. Palo Alto Networks Clears Our Screen, but the Market Has Already Priced the Good News.

    Underlying money flow is neutral: no strong accumulation or distribution signature.

  8. Earnings Echo: ADR Cluster Tests Ranges on Quiet Tape

    Monday 31 August brings more than twenty earnings prints, almost all international ADRs with scant overlap to US mega caps.

  9. PT Bank Rakyat: The Business We Rate, the Line We Won't Cross

    Fails the principled screen, Business activity.

  10. No Room to Miss: MongoDB at 59x Earnings

    Screens compliant (both standards agree).

  11. Perfection Is Priced Into Credo Technology

    Fails the principled screen, Accounts receivable.

  12. The Market Has Already Paid Up for Alimentation Couche-Tard

    Screens compliant (both standards agree).

  13. Medtronic Goes In 31% Under Our Fair Value

    Screens compliant (both standards agree).

  14. 88% Growth Is Priced In. Dell Technologies Has to Deliver.

    Screens compliant (both standards agree).

  15. The Market Has Already Paid Up for Palo Alto Networks

    Screens compliant (both standards agree).

  16. Toyota Industries: A Business We Rate, a Line We Won't Cross.

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

  17. Grupo México S.A.B. 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.

  18. China Banks and ADRs Drive Friday Tape Read-Through

    Twenty nine names cross the tape today with Chinese banks and ADRs dominating the slate.

  19. Meituan 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.

  20. Meituan: A Business We Rate, a Line We Won't Cross.

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

  21. The Numbers Work for BOC Hong Kong. Our Screen Doesn't. We Pass.

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

  22. BYD Limited Looks the Part on Paper. Why We Still Don't Own It.

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

  23. BYD Limited 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.

  24. Bank of China: A Business We Rate, a Line We Won't Cross.

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

  25. China Construction Bank 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.

  26. The Market Has Already Paid Up for Meituan

    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.

  27. Meituan: A High Bar and No Cushion Into the Print

    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.

  28. BOC Hong Kong: The Business We Rate, the Line We Won't Cross

    Fails the principled screen, Business activity.

  29. Bank of Communications: The Business We Rate, the Line We Won't Cross

    Fails the principled screen, Business activity.

  30. BYD Limited Goes In 29% Under Our Fair Value

    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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