Earnings Updates
Nov 11, 2025
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26 min read
Going over earnings and our thoughts given updated information
Longs
+1
Oct 7, 2025
11 min read
Rehashing the math after lowering FY'25 guide
May 6, 2025
17 min read
Why we think the guidance plays a bigger role than most think going into the rest of the year
Mar 11, 2025
21 min read
Going over earnings for the first four companies + a quick update for SHCO
Dec 22, 2024
19 min read
Portfolio Update #9
Nov 24, 2024
20 min read
To trust or not to trust management commentary
May 12, 2024
10 min read
The baseline intro for the CGC paid research service
