Podcast Episodes
Back to SearchMSM 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
UNF Stock: UniFirst Is Being Bought by Cintas — Is the 8% Merger Spread Worth the FTC Risk?
UniFirst (UNF) Q3 FY2026 — UniFirst is being acquired by Cintas for $155 cash + 0.772 Cintas shares (~$295 today), but the stock trades near $274 — a…
1 month, 3 weeks ago
LNN Stock: Lindsay Is a Quality Compounder in a Farm Slump — But Is It Too Expensive?
Lindsay (LNN) Q3 FY2026 — Revenue fell 5% to $160.8M and EPS slipped to $1.53 as the ag down-cycle pressured irrigation, while infrastructure grew 8%…
1 month, 3 weeks ago
GBX Stock: Greenbrier’s Earnings Cratered and Wall Street Says Sell — Is the Bottom a Buy?
Greenbrier (GBX) Q3 FY2026 — Revenue fell 32% to $576.5M and missed estimates, EPS dropped to $0.60, and management trimmed full-year guidance — but …
1 month, 3 weeks ago
FIZZ Stock: The LaCroix Company Just Paid a Huge Special Dividend — Is It a Buy? (FY2026)
National Beverage (FIZZ) FY2026 — Shares popped double digits after National Beverage declared a $3.25/share special dividend — roughly 10% of the st…
1 month, 3 weeks ago
STZ Stock: 12x Earnings, And Buffett Bailed - Q1 FY2027
STZ (Constellation Brands) reported Q1 FY2027 earnings on 2026-06-30. Stock fell 13.9% on the print. Here's the breakdown: Is STZ a buy, hold, or sel…
1 month, 4 weeks ago
NKE Stock: Why The Huge Beat Was A Mirage - Q4 FY2026
NKE (Nike) reported Q4 FY2026 earnings on 2026-06-30. Stock fell 31.3% on the print. Here's the breakdown: Is NKE a buy, hold, or sell after this qua…
1 month, 4 weeks ago
PRGS Stock: 5x Earnings After A Beat-And-Raise - Q2 FY2026
PRGS (Progress Software) reported Q2 FY2026 earnings on 2026-06-30. Stock fell 44.8% on the print. Here's the breakdown: Is PRGS a buy, hold, or sell…
1 month, 4 weeks ago
CNXC Stock: 2x Earnings After A 22% Crash - Q2 FY2026
CNXC (Concentrix) reported Q2 FY2026 earnings on 2026-06-29. Stock fell 22.2% on the print. Here's the breakdown: Is CNXC a buy, hold, or sell after …
1 month, 4 weeks ago
AVAV Stock: Record Quarter, Full-Year Loss - Q4 FY2026
AVAV (AeroVironment) reported Q4 FY2026 earnings on 2026-06-29. Stock jumped 20.2% on the print. Here's the breakdown: Is AVAV a buy, hold, or sell a…
1 month, 4 weeks ago