Earnings Echo
One read per earnings report, newest first.
-
Walmart Reports Thursday. It Passes Our Screen, but the Print Has to Justify the Price.
Screens compliant (both standards agree).
-
Lowe's Reports Wednesday: We're Watching the Print, Not Buying It.
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.
-
TJX Reports Wednesday: We're Watching the Print, Not Buying It.
The two standards split: it clears the faith-based (AAOIFI) screen but not our broader anchor screen.
-
Analog Devices Reports Wednesday. It Passes Our Screen, but the Print Has to Justify the Price.
Screens compliant (both standards agree).
-
Home Depot Reports Tuesday. 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.
-
PT Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside | 14 Aug 2026
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
-
Aviva 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.
-
Credicorp Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Underlying money flow is negative: sellers in control on balance going in.
-
Toyota's strong quarter, and why the values book 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.
-
Adyen Through the Ethical Lens: Where It Screens After the Print.
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
-
MS&AD 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.
-
Grupo passes our screen as the market runs ahead of the story
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
-
Adyen and Credicorp Set Friday Global Earnings Tone
Twenty eight names cross the tape on 14 August 2026, spanning payments, banking, resources and industrials.
-
PT Reports Today. Why We Watch It but Won't Own It.
Fails the principled screen, Business activity.
-
Aviva Reports Today: What the Numbers Say, and Why We Pass.
Fails the principled screen, Business activity.
-
Credicorp Reports Today: What the Numbers Say, and Why We Pass.
Fails the principled screen, Business activity.
-
Toyota reports: what the numbers say, and why we pass
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.
-
Adyen Reports Today: What Our Ethical + Valuation Screen Says Before the Print.
Screens compliant (on our anchor standard; the faith-based screen is stricter here).
-
MS&AD Reports Today: We're Watching the Print, Not Buying It.
Fails the principled screen, Business activity.
-
Grupo's results today must justify the screen it clears
Screens compliant (both standards agree).
-
DLocal Beat, Passes Our Screen, and Still Trades With a Margin of Safety.
Revenue $0.40B vs $0.37B expected (beat), up 54% year on year.
-
AMAT JD.com Anchor Crowded Thursday Earnings Window
Thirty names cross the tape today with Applied Materials and JD.com providing the clearest read through on semiconductor equipment spend and China retail demand.
-
Lenovo 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.
-
Lenovo 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.
-
Antofagasta 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.
-
E.ON's strong quarter, measured against our values screen
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
-
Nu Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Underlying money flow is neutral: no strong accumulation or distribution signature.
-
Nebius delivered, and clears our principled screen
Underlying money flow is constructive: buyers in control on balance going in.
-
Brookfield Had a Strong Quarter. Why a Values-Conscious Book Still Steps Aside.
Underlying money flow is neutral: no strong accumulation or distribution signature.
-
Grupo clears the screen, but the good news is already priced in
Results are in but not yet verified against a primary source in our ledger; this review updates the moment the audited figures land.
Educational interpretation only. Not financial advice. Every post keeps the date it was filed; figures inside a post are as of that date.