Micron at Citi Conference Notes

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Ernie Maddock – SVP & CFO Future data use is DRAM intensive “use of data is expanding and as you think about applications like autonomous driving and artificial intelligence, so every single thing we contemplate that’s driving the economy, the … Continued

Coca Cola at Barclays Conference Notes

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Sandy Douglas – Executive Vice President and President, Coca-Cola North America Bifurcated consumer environment “What we’re seeing broadly is kind of a bifurcated consumer environment. The upper part of the economy is healthy and vibrant, positive expectations for investor performance, … Continued

Company Notes Digest 8.18.17

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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

Target 2Q17 Earnings Call Notes

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Brian Cornell – Chairman and Chief Executive Officer Pace of change doesn’t appear to be slowing “During this period of rapid transformation in retail in which many others are shrinking, we will continue to look for ways to partner and … Continued

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