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The Latest from
June 9, 2022
Without the right numbers, investors would never know Peloton is making money
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June 2, 2022
Pfizer just made its biggest acquisition in years… let’s understand exactly why
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May 26, 2022
As-reported metrics make Equifax look far less profitable than reality
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May 19, 2022
As-reported metrics make Lululemon look like just an average company rather than a trendsetter
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May 12, 2022
GAAP accounting misses that Fiserv is at the heart of the monetary revolution
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May 5, 2022
For investors looking to ride the cloud storage boom, look to names like NetApp
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April 28, 2022
Ryan Cohen has moved onto other companies, but his legacy company may be more tarnished than he admits
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April 21, 2022
AutoZone has reached new highs in 2022…just as we predicted last year
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April 14, 2022
Cintas Corporation saw a strong performance when the rest of the world shut down
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April 8, 2022
After an extended hiatus from big investments, Warren Buffett just announced his three biggest deals in years
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April 7, 2022
How Garmin shifted from a standalone GPS manufacturer to a high-tech specialty business
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March 31, 2022
Riding the SaaS wave has helped turn PTC around
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March 24, 2022
The pandemic gave this e-signature company a chance for recovery
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March 17, 2022
The pandemic was a lifeline for Mattel, but it may be running out
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March 10, 2022
Whirlpool is ready to ride strong capex tailwinds to profitability
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March 3, 2022
CarMax is riding the strong tailwinds of the At-Home Revolution
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February 24, 2022
Workday has turned remote work into a massive profit center
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February 17, 2022
Johnson Controls turns a construction necessity into an ESG boon
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February 10, 2022
Zoetis shows pharma for animals is just as valuable as for people
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February 3, 2022
Amgen’s patent cliff may not have been the end for the biotech giant
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