Podcast Episodes

CarMax (KMX): The hotel CEO, algorithmic price chops & sub-prime risk [Q4 2026]

CarMax essentially abandoned its long-held margin protections in Q4, intentionally slashing vehicle prices to revive stalled sales volume while quiet…

3 months, 2 weeks ago

Johnson & Johnson (JNJ): The Stelara cliff & obsoleting rivals on purpose [Q1 2026]

Johnson & Johnson’s blockbuster drug Stelara just fell off a 62% cliff, but the healthcare giant's portfolio still managed to post double-digit opera…

3 months, 2 weeks ago

Gloo (GLOO): Guardrailing God's AI & a massive $143M debt-to-equity flip [Q4 2025]

Gloo's ugly Q4 2025 earnings miss was actually a brilliant illusion, masking a massive balance sheet restructuring and a bold pivot into autonomous "…

3 months, 2 weeks ago

Horizon Aircraft (HOVR): The anti-air taxi bet & dropping a wing fan [Q3 2026]

Horizon Aircraft’s Q3 2026 reveals a pre-revenue OEM racing against its cash burn by rigidly avoiding the capital-heavy urban air taxi model.

In this…

3 months, 2 weeks ago

JPMorgan (JPM): Dimon's arbitrage threat and the truth about AI in banking [Q1 2026]

JPMorgan Chase blew past estimates with a massive $50.54 billion in Q1 2026 revenue, but CEO Jamie Dimon used the earnings call to prepare the market…

3 months, 2 weeks ago

Goldman Sachs (GS): The Treasury AI summons & running the capital tank hot [Q1 2026]

Goldman Sachs printed its second-highest revenue quarter ever in Q1 2026, but the real story is how aggressively the firm dropped its safety nets to …

3 months, 2 weeks ago

WD-40 (WDFC): The AI earnings hallucination & the 120-day oil forcefield [Q2 2026]

Financial bots panicked over an algorithmic hallucination, but WD-40's actual Q2 FY2026 numbers reveal a masterclass in supply chain defense.

In ~10 m…

3 months, 3 weeks ago

BlackBerry (BB): The AI safety layer & the 50M share mystery [Q4 2026]

BlackBerry’s Q4 2026 results mark the official end of its turnaround era, but a live accounting blind spot stole the spotlight.

In ~10 minutes:

• How …

3 months, 3 weeks ago

Constellation Brands (STZ): Flying blind into the World Cup & Pacifico's surge [Q4 2026]

Constellation Brands just handed its new CEO a withdrawn multi-year outlook and a struggling wine division for Q4 2026.

In ~10 minutes:

• Why manageme…

3 months, 3 weeks ago

Applied Digital (APLD): Shrinking revenue to double profit & 1.2GW of shadow power [Q3 2026]

Applied Digital practically flatlined its top-line revenue for Q3, but a massive 118% jump in operating profitability tells a completely different st…

3 months, 3 weeks ago