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
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 Still seeing signs of a choppy economy: “While there are signs of a better economy, the improvement … Continued
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
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 John Stumpf is still bullish on the economy and housing: “I am more optimistic today than … Continued
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
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 Nordstrom saw “normalization” in April: “there was a certainly a softness throughout the quarter. April was better, … Continued
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