Podcast Episodes
Back to SearchNRIX Stock: Nurix Tripled After a $700M Roche Deal — Is the Good News Already Priced In?
Nurix Therapeutics (NRIX) Q2 FY2026 — Nurix Therapeutics reported a fiscal Q2 net loss of $(0.81) per share on ~$9M of collaboration revenue — but th…
1 month, 2 weeks ago
WDFC Stock: WD-40 Crushed Earnings and Popped 15% — But Is a Cult Brand Worth 40x?
WD-40 Company (WDFC) Q3 FY2026 — WD-40 grew fiscal Q3 sales 24% to $195M, delivered adjusted EPS of $2.33 (GAAP $2.24) that crushed the ~$1.58 estima…
1 month, 2 weeks ago
SMPL Stock: Simply Good Foods Beat Earnings but Sales Fell — Cheap Turnaround or Value Trap?
Simply Good Foods (SMPL) Q3 FY2026 — Simply Good Foods (Quest, Atkins, OWYN) beat with adjusted EPS of $0.42 vs $0.35, but net sales fell 6% to $357M…
1 month, 2 weeks ago
AZZ Stock: The Boring Industrial That Beat, Raised Guidance, and Jumped 7%
AZZ Inc. (AZZ) Q1 FY2027 — AZZ — North America's largest independent hot-dip galvanizer — grew Q1 sales 6.3% to a record $448.5M, beat with adjusted …
1 month, 2 weeks ago
PSMT Stock: The ’Costco of Latin America’ Keeps Compounding — But Is It Too Expensive?
PriceSmart (PSMT) Q3 FY2026 — PriceSmart grew Q3 revenue 12.5% to ~$1.48B with comparable sales up 10.7%, but adjusted EPS of $1.28 landed just short…
1 month, 2 weeks ago
LEVI Stock: Levi Strauss Beat and Raised Guidance — So Why Did It Drop 5%?
Levi Strauss (LEVI) Q2 FY2026 — Levi Strauss beat on Q2 sales (+8% to $1.56B) and adjusted EPS ($0.28, +27%), raised full-year guidance for the fourt…
1 month, 2 weeks ago
HELE Stock: Helen of Troy Fell 80% and Beat Earnings — So Why Did It Drop 10%?
Helen of Troy (HELE) Q1 FY2027 — Helen of Troy — owner of OXO, Hydro Flask, Osprey and Vicks — grew Q1 sales +8% and beat a rock-bottom estimate, but…
1 month, 2 weeks ago
GIS Stock: General Mills Yields 6.6% After a 30% Drop — Value Buy or Value Trap?
General Mills (GIS) Q4 FY2026 — FY2026 net sales fell 5% (organic -2%) and adjusted EPS dropped 16% to $3.55 amid soft volumes, private label, and GL…
1 month, 3 weeks ago
FDS Stock: FactSet Got Cut in Half on AI Fears — Is This Wide-Moat Compounder a Buy?
FactSet (FDS) Q3 FY2026 — FactSet fell ~60% from its 2025 high (~$450) to ~$185 on AI-disruption fears — but Q3 revenue rose 6.4%, organic ASV grew 7…
1 month, 3 weeks ago
MSM Stock: MSC Industrial Ripped 40% on a Real Recovery — But Is It Too Late to Buy?
MSC Industrial (MSM) Q3 FY2026 — Q3 sales rose 7.8% to $1.05B and EPS jumped 41% to $1.44 as adjusted operating margin expanded to 10.6% — and the st…
1 month, 3 weeks ago