Podcast Episodes
Back to Search
Wheaton (WPM) Q4-25 earnings: $746M in "lazy cash" & why BHP traded silver for dirt
Wheaton Precious Metals just dropped a historic Q4 2025, generating nearly three-quarters of a billion dollars in operating cash flow while refusing …
4 months, 2 weeks ago
DICK'S (DKS) Q4-25 earnings: The Foot Locker sneaker purge & GameChanger's ad moat
Dick's Sporting Goods closed Q4 2025 by taking a $235 million charge to aggressively liquidate Foot Locker's dead stock, tearing down the "run-on sen…
4 months, 2 weeks ago
Ulta Beauty (ULTA) Q4-25 earnings: Beating retail shrink & masking slower footfall
Ulta Beauty’s Q4 2025 results look like a massive holiday win on the surface, but an 8.5% post-market stock drop reveals the hidden cost of narrowing…
4 months, 2 weeks ago
Adobe (ADBE) Q1-26 earnings: The 18-year CEO exit & the death of stock photos
Adobe's otherwise solid Q1 2026 results were totally eclipsed by a sudden leadership exit and the expensive, hidden costs of its aggressive AI transi…
4 months, 2 weeks ago
Dollar General (DG) Q4-25 earnings: Ripping out self-checkout & killing pOpshelf.
Dollar General’s Q4 2025 results prove that hitting a record $40 billion revenue year means abandoning pandemic experiments and paying a hefty premiu…
4 months, 2 weeks ago
Campbell's (CPB) Q2-26 earnings: Halted buybacks & the 7% snack margin collapse
Campbell's Q2 2026 quarter revealed a stark cash squeeze 📉 as post-pandemic factory expansions collide with evaporating consumer snack demand.
In this…
4 months, 2 weeks ago
UiPath (PATH) Q4-26 earnings: The profit mirage & automating the "Department of War"
UiPath’s Q4 2026 earnings triggered a brutal after-hours selloff as algorithms mistook a missing tax windfall for an operational collapse.
In ~10 minu…
4 months, 2 weeks ago
Franco-Nevada (FNV) Q4-25 earnings: The 90% margin paradox & built-in oil upside
While standard miners battle crippling inflation, Franco-Nevada's Q4 2025 results prove their royalty model remains practically untouchable.
In ~10 mi…
4 months, 3 weeks ago
Uranium Energy Corp (UEC) Q2-26 earnings: The $101 spot win & the 15-year paperwork trap
Uranium Energy Corp’s Q2 2026 results reveal a brilliant spot-market gamble that paid off, even as fully built wellfields sit completely idle due to …
4 months, 3 weeks ago
Oracle (ORCL) Q3-26 earnings: The 15% TikTok stake & $29B in customer-funded GPUs
Oracle’s Q3 2026 earnings reveal a legacy giant expanding margins by using AI to shrink its own dev teams, while forcing customers to pre-fund a stag…
4 months, 3 weeks ago