Company Notes Digest 3.28.14

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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 Accenture seeing strong demand for consulting work, but pricing is weak “from a volume standpoint … Continued

Company Notes Digest 3.7.14

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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 Important question for markets: is Pandora the only web 2.0 company starting to struggle with … Continued

Company Notes Digest 2.21.14

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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 David Einhorn’s goal for 2014 is just to protect capital: “During the month of January … Continued

Company Notes Digest 2.14.14

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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 Starwood feeling pretty up-beat about the North American hotel market: “The lodging recovery in North … Continued

Company Notes Digest 1.24.14

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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 investors are making their way back into the market: “With less uncertainty in Washington, … Continued

Company Notes Digest 1.17.14

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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 Jamie Dimon is unequivocally optimistic about the economy “We didn’t use the word cautiously optimistic, … Continued

Company Notes Digest 12.13.13

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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 At Goldman’s Financial Conference, banks sounded extremely positive: “I think we’ve had some pivotal positive … Continued

Company Notes Digest 11.22.13

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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 Retailers are preparing for war: “more retailers are planning to open earlier than prior years … Continued

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