Podcast Episodes
Back to SearchCAG Stock: Conagra Just Cut Its Dividend in Half — Buy the Reset?
Conagra Brands (CAG) Q4 FY2026 — Conagra Brands (CAG) reported fiscal Q4 2026: net sales +3.6% to $2.9B (organic flat), adjusted EPS $0.47 (a penny b…
3 months, 1 week ago
SIFY Stock: India’s Data-Center Boom — But Deep in Debt
Sify Technologies (SIFY) Q1 FY2027 — Sify Technologies (SIFY) — an Indian ICT company pivoting hard into data centers for the AI/cloud buildout — rep…
3 months, 1 week ago
WINA Stock: A 62%-Margin Compounder — But Is It Too Expensive?
Winmark Corporation (WINA) Q2 2026 — Winmark (WINA) — the franchisor behind resale chains Plato's Closet, Once Upon a Child, Play It Again Sports and…
3 months, 1 week ago
FEIM Stock: A Record Backlog and an Ugly Quarter — Buy the Dip?
Frequency Electronics (FEIM) Q4 FY2026 — Frequency Electronics (FEIM) — a niche maker of atomic clocks and precision timing for satellites, missiles …
3 months, 1 week ago
BMNR Stock: A Dollar of Ethereum for 87 Cents — Bargain or Trap?
BitMine Immersion Technologies (BMNR) Q3 FY2026 — BitMine Immersion (BMNR), the largest corporate holder of Ethereum on earth (~5% of all ETH), trade…
3 months, 1 week ago
PAC Stock: This Airport Grew Profit While Traffic Fell — Here’s How
Grupo Aeroportuario del Pacífico (PAC) Q2 2026 — Grupo Aeroportuario del Pacífico (GAP), the Mexican airport operator, grew Q2 2026 EBITDA 8.4% to a …
3 months, 1 week ago
ANGO Stock: AngioDynamics Jumped 11% — Because Medicare Said Yes
AngioDynamics (ANGO) Q4 FY2026 — AngioDynamics beat on its fiscal Q4 (revenue $86.6M, +8%; adjusted loss of $0.07, 4 cents better than feared), grew …
3 months, 1 week ago
PXED Stock: University of Phoenix Trades at 7x Earnings — and Fears One Number
Phoenix Education Partners (PXED) Q3 FY2026 — Phoenix Education Partners (parent of the University of Phoenix) reported flat Q3 revenue of $271.8M, b…
3 months, 1 week ago
ERIC Stock: Ericsson Beat on Profit and Fell 13% — Blame AI
Ericsson (ERIC) Q2 2026 — Ericsson's Q2 2026 adjusted gross margin rose to 48.4% (Networks 50.4%, a multi-year high) and EPS met consensus, but the A…
3 months, 1 week ago
FAST Stock: Fastenal Is a Wonderful Business — But Is It a Buy at This Price?
Fastenal Company (FAST) Q2 2026 — Fastenal grew Q2 2026 revenue 14.7% to $2.39B with daily sales up 14.7%, but EPS of $0.33 only met consensus, gross…
3 months, 1 week ago