Podcast Episodes
Back to SearchPDD Stock: HOLD Call - EPS Misses by 42% as Temu Costs Crush Margins Q1 2026
PDD Holdings Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD …
1 month ago
ANF Stock: HOLD Call - EPS Beat 16% But Comps Went Negative Q1 FY2026
Abercrombie & Fitch Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CA…
1 month ago
BNS Stock: BUY Call - Clean Q2 Beat Q2 FY2026
Bank of Nova Scotia Q2 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CA…
1 month ago
BMO Stock: HOLD Call - PCL Normalizes Q2 FY2026
Bank of Montreal Q2 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL:…
1 month ago
BBWI Stock: HOLD Call - Relief Rally On Lowered Bar Q1 FY2026
Bath & Body Works Q1 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL…
1 month ago
DY Stock: BUY Call - Fiber Margin Story Explodes Q3 FY2026
Dycom Industries Q3 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL:…
1 month ago
QFIN Stock: HOLD Call - Beat the Print But Volume Collapses Q1 2026
360 Finance (QFIN) Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict. THE CALL: HOLD (3/5 conviction, MODERATE) - CU…
1 month ago
BOX Stock: BUY Call - Margin Inflection Confirmed Q1 FY2027
Box Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4/5 con…
1 month ago
SMTC Stock: BUY Call - Record Q1 + Data Center Inflection Q1 FY2027
Semtech Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. Record quarter, ra…
1 month ago
AZO Stock: HOLD Call - Beat But Crashed 9% Q3 FY2026
AutoZone Q3 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3…
1 month ago