Aug 24, 2023
We discuss whether profitability concerns have been over-done and what that means for the outlook.
Aug 1, 2023
We discuss whether profitability concerns have been over-done and what that means for the outlook.
May 18, 2023
We discuss whether profitability concerns have been over-done and what that means for the outlook.
Apr 13, 2023
We discuss whether current earnings estimates reflect the fundamental ground reality.
Nov 10, 2022
We discuss the big-picture takeaways from the Q3 earnings season and the forces that shaped it.