Earnings Echo
One read per earnings report, newest first.
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Netflix Delivered the Quarter and Clears Our Principled Screen. What We're Watching.
The business itself is genuinely strong: revenue growing about 13%, net margins near 28%, a strong competitive moat.
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Merck Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 5%, net margins near 14%, a moderate competitive moat.
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Procter Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
The business itself is genuinely strong: revenue growing about 2%, net margins near 18%, a moderate competitive moat.
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Morgan Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 28%, net margins near 26%, a moderate competitive moat.
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Chevron Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
The business itself is genuinely strong: revenue growing about 53%, net margins near 10%, a narrow competitive moat.
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Coca-Cola Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 7%, net margins near 29%, a strong competitive moat.
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Lam Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
The business itself is genuinely strong: revenue growing about 30%, net margins near 31%, a strong competitive moat.
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GE Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 21%, net margins near 18%, a moderate competitive moat.
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Caterpillar Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 22%, net margins near 13%, a moderate competitive moat.
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AbbVie Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 10%, net margins near 10%, a unknown competitive moat.
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Bank Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 17%, net margins near 30%, a moderate competitive moat.
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Intel Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
The business itself is genuinely strong: revenue growing about 25%, net margins near -20%, a weak competitive moat.
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ExxonMobil Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
The business itself is genuinely strong: revenue growing about 44%, net margins near 9%, a narrow competitive moat.
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Visa Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 14%, net margins near 51%, a strong competitive moat.
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JPMorgan Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 30%, net margins near 35%, a moderate competitive moat.
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Tesla, Stumbled This Quarter. Why It Still Clears Our Ethical Screen.
The business itself is genuinely strong: revenue growing about 26%, net margins near 4%, a weak competitive moat.
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Meta Stumbled This Quarter. Why It Still Clears Our Ethical Screen.
The business itself is genuinely strong: revenue growing about 28%, net margins near 30%, a strong competitive moat.
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Taiwan Beat the Quarter, and Still Fails Our Ethical Screen. Here's Why We Pass.
The business itself is genuinely strong: revenue growing about 35%, net margins near 46%, a strong competitive moat.
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Microsoft Delivered the Quarter and Clears Our Principled Screen. What We're Watching.
The business itself is genuinely strong: revenue growing about 18%, net margins near 40%, a strong competitive moat.
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Alphabet Beat and Clears Our Screen, but the Valuation Leaves No Room for Error.
The business itself is genuinely strong: revenue growing about 24%, net margins near 55%, a strong competitive moat.
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HSBC Missed, and It Was Never Ours to Own. Protection Before Participation.
The business itself is genuinely strong: revenue growing about 3%, net margins near 35%, a wide competitive moat.
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UnitedHealth Delivered the Quarter and Clears Our Principled Screen. What We're Watching.
The business itself is genuinely strong: revenue growing about 0%, net margins near 3%, a weak competitive moat.
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Johnson Delivered the Quarter and Clears Our Principled Screen. What We're Watching.
The business itself is genuinely strong: revenue growing about 7%, net margins near 21%, a strong competitive moat.
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ASML Reported: Clears One of Our Screens, With a Caveat on the Stricter Standard.
The business itself is genuinely strong: revenue growing about 13%, net margins near 30%, a strong competitive moat.
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Micron Beat, Passes Our Screen, and Still Trades With a Margin of Safety.
The business itself is genuinely strong: revenue growing about 346%, net margins near 56%, a strong competitive moat.
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Alphabet Delivered the Quarter and Clears Our Principled Screen. What We're Watching.
The business itself is genuinely strong: revenue growing about 24%, net margins near 55%, a wide competitive moat.
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Canadian Reported, How It Screens Through the Ethical Lens.
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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Constellation Reported, How It Screens Through the Ethical Lens.
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 Reported, How It Screens Through the Ethical Lens.
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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Datadog Reported, A Strong Business That Still Isn't for a Values-Conscious Book.
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.