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 The macro outlook is generally pretty bright: “the U.S. economy feels to us to be underlying, pretty … Continued

Below is 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 US Economic Commentary: “Domestically, we’re fairly confident that the U.S. economy will be stable, if … Continued

Throughout the week (and particularly during earnings season) I spend a lot of time reading conference calls, SEC filings, etc and leave summaries of quotes in the company notes section which can be found here. Below is a digest of … Continued

Throughout the week I spend a lot of time reading conference calls, SEC filings, etc and leave summaries of quotes in the company notes section which can be found here.  Below is a digest of some of the best insights … Continued

Throughout the week I spend a lot of time reading conference calls, SEC filings, etc and leave summaries of quotes in the company notes section which can be found here.  Below is a digest of some of the best insights … Continued