Company Notes Digest 8.16.13

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Retail’s quarter was poor, but was it because of shifting consumer spending? “We believe that … Continued

Company Notes Digest 8.2.13

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook Lakshmi Mittal gets the opening statement: “My opening point would be that while the second … Continued

Company Notes Digest 7.26.13

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook US Outlook Steven Schwarzman thinks that the market is overreacting on rising rates: “It appears … Continued

Company Notes Digest 6.28.13

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. The Macro Outlook KB Homes says that housing is still strong even with rising rates: “The positive factors … Continued

Company Notes Digest 6.14.13

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. Macro Count Jamie Dimon as another believer in housing: “Housing has turned the corner…Supply and demand are in … Continued

Company Notes Digest 5.27.13

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A digest of some of the top insights that I’ve gathered from this week’s earnings calls.  Full notes can be found here. US Macro A “sense of urgency” among home buyers. Unbelievable!: “1 year ago, we were somewhat reluctant to … Continued

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