BTN Red Flag Note- WD-40 Company (WDFC)

BTN Red Flag Note- Acuity Brands (AYI)

Multiple Red Flags in Helen of Troy’s (HELE) Q3’25

The Over the Hill Gang

Unpacking JFrog’s (FROG) Results: Sustainable Growth or Temporary Gains?

The Supplier Squeeze: Companies Are at It Again

Expectations Management– The Earnings Season Game

Vishay Intertechnology (VSH)- Too Early to Celebrate

EPAM Systems’ Disappearing 3Q Earnings Beat (EPAM)

Penumbra (PEN)- Aren't Buybacks Supposed to Be Accretive?

NVIDIA (NVDA)- A Quick Peek at 3Q Inventory Trends

Broken Arrow (ARW)

Dentsply Sirona’s Dental Emergency (XRAY)

Are Things Getting Better at DexCom (DXCM)?

Coke’s (KO) FX Conundrum

Pentair plc (PNR)- Stealth Cuts

Accounting Is Not the Only Risk at Neogen (NEOG)

Conagra (CAG)- Old Habits Die Hard

Littelfuse. Inc. (LFUS)- The Cookie Jars Are Full: The company looks set up to benefit from reserve normalization

Premature Celebration for Helen of Troy (HELE): Warning signs remain after 2Q25

The Conspicuous Consistency of Marvell Technology, Inc. (MRVL): Hitting forecasts every quarter deserves a closer look

Varonis Systems (VRNS)- When Screens Just Aren’t Enough : The red flags to ignore- and the ones watch

Behind Workday’s Numbers (WDAY): The weak spots investors should be aware of

Behind Autodesk’s Numbers- (ADSK): They manipulated cash flow- but is there anything else going on?

Manhattan Associates (MANH)- Buyback Math Doesn’t Add Up: Great quality accounting- but questions on capital allocation pop up