Company Notes Digest 6.15.17

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Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some of the most important quotes about the economy and industry trends from those transcripts. Click … Continued

Kroger 1Q17 Earnings Call Notes

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Rodney McMullen – Chairman and Chief Executive Officer We think we have the scale to compete with Amazon “From everything – from our perspective, we would have plenty of scale and certainly $115 billion revenue Company, we would have the … Continued

Fed Chair June 2017 Press Conference

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Janet Yellen Reduce reserve balances, but larger than crisis “we anticipate reducing reserve balances and our overall balance sheet to levels appreciably below those seen in recent years but larger than before the financial crisis” Policy not on a set … Continued

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