2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Abbott’s (ABT) Q2 Setback- Were There Warning Signs?
July 18, 2025, 3:28 p.m.
Samsara Inc. (IOT)- Valuation vs. Reality
July 16, 2025, 5:38 p.m.
Carvana (CVNA)- The Paper Profit Turnaround
July 11, 2025, 1:48 p.m.
Certara (CERT): The Red Flags Abound
July 7, 2025, 4:25 p.m.
CSG Systems' (CSGS)- Strained Model
July 2, 2025, 4:15 p.m.
Kenvue Inc (KVUE)- Riding the Initial Wave of the Spine-Off
June 27, 2025, 4:21 p.m.
Zimmer Biomet (ZBH)- Is 11.5 the "Real" PE?
June 25, 2025, 1:55 p.m.
Behind Jamf Holding's Numbers (JAMF)
June 22, 2025, 2:03 p.m.
Enovis (ENOV)Corporation: Growth, But at What Cost?
June 18, 2025, 2:27 p.m.
Artivion’s (AORT) Q1- Better Than Feared, But Suspect Quality
June 13, 2025, 5 p.m.
Unpacking Doximity’s (DOCS) Q4 Numbers
June 12, 2025, 3:54 p.m.
DNOW’s (DNOW)- Q1 More Optical than Operational
June 6, 2025, 8:18 p.m.
Prestige Consumer Healthcare (PBH) Tops EPS, but the Details Tell a Less Impressive Story
June 3, 2025, 6:02 p.m.
Behind OSI Systems’ (OSIS) Q3 Numbers
May 29, 2025, 3:26 p.m.
Healthcare Services Group (HCSG)- Has Anything Really Changed?
May 23, 2025, 6:24 p.m.
Chart Industries Inc (GLTS)- Q1’25 Earnings Quality Update
May 21, 2025, 3:15 p.m.
Quest Diagnostics Inc. (DGX): Growing- but at What Cost?
May 16, 2025, 2:06 p.m.
Mondelez (MDLZ)- We See Why It Didn’t Raise Guidance
May 14, 2025, 3:08 p.m.
ResMed Inc (RMD)- Q3’25 Update
May 9, 2025, 5:24 p.m.
Enovis (ENOV)- Problems with Its Growth Through Acquisition Strategy
May 6, 2025, 6:03 p.m.
Synopsis Inc (SNPS)- Q1’25 Red Flags
May 2, 2025, 5:49 p.m.
Acuity Brands Inc. (AYI)- More Problems Emerge in Q2'25
April 29, 2025, 7:08 p.m.
Jabil Inc. (JBL)- Trouble Brewing Beneath the Beat
April 25, 2025, 6:41 p.m.
Risks at Roblox (RBLX)
April 23, 2025, 6:01 p.m.
WD-40 Co (WDFC)- Update after Q2 Miss
April 22, 2025, 3:27 p.m.