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A Peek Behind the Numbers

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Sector Generalists
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Paywall Semi

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Content

Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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A Peek Behind Doximity’s Numbers (DOCS)

April 17, 2025, 2:30 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Healthcare Goodwill- Part 2

April 15, 2025, 6:37 p.m.

Some Paywall
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Health Check: Is Growth Through Acquisition Making the Grade?

April 11, 2025, 2:48 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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TD SYNNEX (SNX)- Update the Q1’25 Blowup

April 4, 2025, 6:27 p.m.

Some Paywall
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Chart Industries Inc. (GTLS)- Q4 Update

April 2, 2025, 6:58 p.m.

Some Paywall
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A Peek Behind the Numbers
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BTN Red Flag Note- Upbound Group, Inc. (UPBD)

March 28, 2025, 7:22 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Neogen Corp. (NEOG)- Every Silver Lining Has a Cloud

March 26, 2025, 5:04 p.m.

Some Paywall
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Red Flag Note- OSI Systems Inc. (OSIS)

March 21, 2025, 2:03 p.m.

Some Paywall
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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The Great Stock Compensation Dilemma

March 19, 2025, 1:45 p.m.

Some Paywall
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Flying to Quality- Part 2

March 14, 2025, 6:34 p.m.

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A Peek Behind the Numbers
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Are You Flying to Quality Quality?

March 10, 2025, 8 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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EPAM Systems (EPAM) Q4’24 Post-Mortem

March 7, 2025, 6:35 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Vertex’s (VERX) Q4 Disappointment

March 4, 2025, 3:21 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Hubbell Inc. (HUBB)- Weak Beat + Low Accruals

Feb. 28, 2025, 7:28 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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BTN Red Flag Note- DNOW Inc. (DNOW)

Feb. 26, 2025, 4:48 p.m.

Some Paywall
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Central Garden & Pet (CENT)- BTN Red Flag Note

Feb. 21, 2025, 7:43 p.m.

Some Paywall
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A Peek Behind the Numbers
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Update on Allegro Microsystems, Inc. (ALGM)

Feb. 18, 2025, 6:30 p.m.

Some Paywall
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Small Hurdles, Big Rewards- Cloudflare’s (NET) Q4’24

Feb. 14, 2025, 9:09 p.m.

Some Paywall
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A Peek Behind the Numbers
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Dirty Laundry- Cintas (CTAS) vs. UniFirst (UNF)

Feb. 11, 2025, 5:19 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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BTN Red Flag Note- ResMed (RMD) Update Q2’25

Feb. 7, 2025, 7:15 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Hidden Liabilities – A Short Selling Safeguard

Feb. 5, 2025, 4:52 p.m.

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Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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BTN Red Flag Note- Adient Plc (ADNT)

Feb. 4, 2025, 2:57 p.m.

Some Paywall
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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BTN Red Flag Note- TD SYNNEX Corp (SNX)

Jan. 31, 2025, 3:29 p.m.

Some Paywall
Picture of A Peek Behind the Numbers
A Peek Behind the Numbers
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Shorting Isn’t Dead...

Jan. 28, 2025, 9:25 p.m.

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Picture of A Peek Behind the Numbers
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The Over the Hill Gang- Part 2

Jan. 24, 2025, 5:57 p.m.

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