Company Notes Digest 10.11.13

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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 Costco not seeing broad effects of the government shutdown: “I actually told our senior executives … Continued

Company Notes Digest 9.20.13

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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 Let Bernanke make himself very clear: “The criterion for ending the asset purchases program is … Continued

Company Notes Digest 9.13.13

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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 Consumers are spending, but showing signs of holding back: “We’ve seen very good spend from … Continued

Company Notes Digest 8.22.13

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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 Toll Brothers is still bullish on housing: “It doesn’t appear as though rising interest rates … Continued

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

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