#Earnings

Alex Usher

AlexUsherHESA

WHAT? WHAT!?! Oh sweet baby Jesus. 1/ I've had a look at the filings now. If I'm reading the Ernst & Young cash flow statements correctly, Laurentian has $13 million

Saket Mehrotra 😎

mehrotra_saket

A big part of the PE expansion that you're seeing today has got nothing to do with accelerated earnings expectation but with the fact that the WACC is going to

Value Guy

broadcast_real

BREAKING: DXC Technologies stock 𝗳𝗮𝗹𝗹𝘀 -𝟭𝟬% on no news, just after unusual options activity was reported on CNBC in the expiring MARCH 20 30$ options from the stock What happened?

Jason Mikula

mikulaja

Hey all - it's that time!I'm going to take a look* at $PYPL's recently released Q4 2020 earnings info & investor update...A THREAD[*remember, I'm not a real financial analyst, but

Tola

adetolaov

Quick observations for fintech businesses/digital banks from financial results of Monzo, Revolut & StarlingLesson 1: LENDING HURTS. Starling earned 2.1m from interest but has 2.2m in bad loans. Monzo has

Sarah Kliff

sarahkliff

When the Affordable Care Act passed in 2010, it included a provision requiring insurers to spend at least 80 percent of insurer premiums on medical care. If they don't hit

Tom

thinking_stocks

Last week in their Q4 FY20 earnings $DDOG showed continued reacceleration as its underlying growth rate returns to pre-pandemic levelsReporting +56% growth YoY, Q2's result continues to weigh on $DDOG

Daniel

DPogrebinsky

$gogo why I’m long:$gogo sold it’s CA biz for $400M in cash plus 17M/yr rev guarantee. Before sale company had 117M cash and 1.126B debt paying 120M a year in

Information

InfrmtnOverflow

Thread on valuations 1/ The S&P may seem overvalued at this point, closing in on its pre-pandemic highs but under the surface something interesting is happening. 2/ Everyone agrees that,

Mike

NonGaap

Now that $LLNW results are out, I figure I walk through why I thought the quarter had high "bullet dodge" risk (1/X)https://seekingalpha.com/news/3661457-limelight-networks-tumbles-125-amid-swing-to-loss-in-q4-new-ceo-pledges-turn

Jonathan Rubin

jonnyrubin10

Price targets for growth stocks are meaningless in this day and age. I believe the table is set in an unprecedented way. The “PE” ratio on the 10 year treasury

Matt Smith

MatchasmMatt

$TSLA Q2 Earnings – 5 things I’m Expecting Ahead of Wednesday’s earnings release and call, I wanted to share some of the things I think we'll learn, and what I’ll

Jesse Wursten

JesseWursten

Lots of talk on the potential negative effects of minimum wages, but in a new paper with Michael Reich (@IRLEUCB) we show that minimum wages also have positive side effects,

UnusualValue

unusualvalue

0/n. Thread on various investing beliefs. My analytical style is to find value in duration by finding assets which have high barriers to replicate. Usually when there is some 'flaw'

Joel Dean

sirjoeldean

Pretty much every family member that calls me starts by asking if I have bought a house as yet I actually enjoy renting. I get tired of seeing the

YChooo #keepnycschoolsopen

ycinnewyork

“… newly released statistics from the US Dept of Labor for the third quarter of 2020 undermine this narrative. Asian women have now surpassed white men in weekly earnings...These outcomes

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