Earnings Echo
One read per earnings report, newest first.
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Xiaomi Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
Underlying money flow is negative: sellers in control on balance going in.
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Home Depot Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
Underlying money flow is negative: sellers in control on balance going in.
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Tuesday Earnings Avalanche Sets Cross-Sector Tape Tone
More than thirty names step up on a single Tuesday morning, with Home Depot, Baidu, Toll Brothers and Klarna leading a slate that stretches retail, tech and China-exposed plays.
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32% Growth Is Priced In. Amer Sports Has to Deliver.
Screens compliant (both standards agree).
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Baidu Reports Today. The Number That Matters.
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.
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The Market Has Already Paid Up for Singapore Telecommunications Limited
Screens compliant (on our anchor standard; the faith-based screen is stricter here).
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32% Growth Is Priced In. Keysight Technologies Has to Deliver.
Screens compliant (both standards agree).
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Xiaomi Reports Today. The Number That Matters.
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.
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Fabrinet Through the Ethical Lens: Where It Screens After the Print.
Price has run up but the money has been quietly leaving: distribution into strength.
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PT Bank Mandiri 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.
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Toyota Industries 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.
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National Australia 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.
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Grupo México S.A.B. 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.
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BHP Limited 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.
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BHP Leads Fragmented Monday Earnings Slate Without Index Cue
More than thirty companies report on the same Monday morning with BHP the clearest household name.
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39% Growth Is Priced In. Fabrinet Has to Deliver.
Screens compliant (both standards agree).
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We'll Watch PT Bank Mandiri Today. We Won't Own It.
Fails the principled screen, Business activity.
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Aviva: The Business We Rate, the Line We Won't Cross
Fails the principled screen, Business activity.
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No Room to Miss: Toyota Industries at 27x Earnings
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.
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We'll Watch National Australia Bank Today. We Won't Own It.
Fails the principled screen, Business activity.
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Grupo México S.A.B. Is Priced for a Flawless Print, at 16x
Screens compliant (both standards agree).
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Perfection Is Priced Into BHP Limited
Screens compliant (both standards agree).
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The Market Has Already Paid Up for BHP Limited
Screens compliant (on our anchor standard; the faith-based screen is stricter here).
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NetEase Reported: Compliant on the Screen, and the Valuation Is On Offer.
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
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Barrick Mining Stumbled This Quarter. Why It Still Clears Our Ethical Screen.
Underlying money flow is constructive: buyers in control on balance going in.
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Medtronic Reports Tuesday: Clears Our Screen, and the Valuation Is On Offer Going In.
Screens compliant (both standards agree).
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Palo Alto Networks Reports Tuesday. It Passes Our Screen, but the Print Has to Justify the Price.
Screens compliant (both standards agree).
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Ross Stores Reports Thursday. Why We Watch It but Won't Own It.
The two standards split: it clears the faith-based (AAOIFI) screen but not our broader anchor screen.
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Intuit Reports Thursday: Clears Our Screen, and the Valuation Is On Offer Going In.
Screens compliant (both standards agree).
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Deere Reports Thursday: A Business We Rate, a Screen It Fails.
The two standards split: it clears the faith-based (AAOIFI) screen but not our broader anchor screen.
Educational interpretation only. Not financial advice. Every post keeps the date it was filed; figures inside a post are as of that date.