Company Notes Digest 5.16.14

posted in: Notes | 0

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 It’s half way through May and we’re still talking about the weather Every retailer pretty … Continued

Company Notes Digest 4.18.14

posted in: Notes | 0

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 Comerica’s banking customers are more optimistic, but still hesitant to make investments “our customers and … Continued

Company Notes Digest 4.11.14

posted in: Notes | 0

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 The manufacturing environment has improved a lot. Finally seeing growth “The manufacturing environment, particularly the … Continued

Company Notes Digest 3.28.14

posted in: Notes | 0

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

posted in: Notes | 0

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

posted in: Notes | 0

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

1 13 14 15 16 17 18 19 20

Sign up to Receive our Conference Call Notes via Email