Podcast Episodes
Back to SearchJHX Stock: HOLD Call - +45% Sales (AZEK) but Organic -1% Q4 FY2026
James Hardie Q4 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOL…
3 months ago
ZTO Stock: BUY Call - Revenue +22% on China Parcel Share Gains Q1 2026
ZTO Express Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (3…
3 months ago
EXP Stock: BUY Call - Record $2.3B Revenue on AI Datacenter Boom Q4 FY2026
Eagle Materials Q4 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: …
3 months ago
SFM Stock: HOLD Call - Comp Sales -1.7% but Stock Rallied 6% Q1 2026
Sprouts Farmers Market Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE C…
3 months ago
TOL Stock: HOLD Call - Beat but Built Fewer Homes (EPS -22%) Q2 FY2026
Toll Brothers Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD…
3 months ago
KEYS Stock: BUY Call - Orders +56% YoY on AI Test Boom Q2 FY2026
Keysight Technologies Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CA…
3 months ago
CAVA Stock: HOLD Call - Beat & Raise but Premium Caps Upside Q1 2026
CAVA Group Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3…
3 months ago
Bilibili BILI Q1 2026: Adj Profit +62%, Advertising +30% AI-Driven | The Call: BUY
Bilibili Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (4/5 …
3 months ago
KE Holdings BEKE Q1 2026: Revenue -19% but EPS BEAT 47% | The Call: BUY
KE Holdings Q1 2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: BUY (3…
3 months ago
James Hardie Q4 FY26: +45% Sales (AZEK) - But ORGANIC -1%. The Call: HOLD
James Hardie Q4 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOL…
3 months ago