Podcast Episodes
Back to SearchBaozun (BZUN): The Market Prices Its Business at Less Than Zero
Baozun Inc. (BZUN) Q2 2026 — Revenue RMB2.74B / $404.3M (+7.5% YoY). Non-GAAP operating income up 11x. GAAP EPS RMB0.29 vs non-GAAP RMB0.42. The ADS …
1 month, 1 week ago
BBY Stock: NEUTRAL Call — The Beat Was A Tariff Refund, Q2 FY2027
Best Buy Co., Inc. (BBY) Q2 FY2027 — The stock fell 4.4% on the print even though it beat and raised guidance — and every analyst who covered it rais…
1 month, 1 week ago
MTRX Stock: Matrix Service Q4 FY2026 Earnings -- Profitable Again, Book-to-Bill Just 0.7x
Matrix Service Company (MTRX) Q4 FY2026 — Shares fell about 2.9% in the session after the print, from $10.86 to $10.55. Matrix Service posted its sec…
1 month, 1 week ago
MTRX Stock: Matrix Service Q4 FY2026 Earnings -- Profitable Again, Book-to-Bill Just 0.7x
Matrix Service Company (MTRX) Q4 FY2026 — Shares fell about 2.9% in the session after the print, from $10.86 to $10.55. Matrix Service posted its sec…
1 month, 1 week ago
American Outdoor Brands (AOUT) Jumped 44.66% — But Organic Growth Was Only 4.3%
American Outdoor Brands, Inc. (AOUT) Q1 FY2027 — Net sales $37.254M (+25.4% headline, but +4.3% organic once a $6.0M prior-year order pull-forward is…
1 month, 1 week ago
GASS Stock: StealthGas Trades At Half Its Own Book Value (Q2 2026)
StealthGas (GASS) Q2 2026 — Shares closed down 1.7% to $9.33 the session the print landed. StealthGas's own vessels, at their own depreciated book va…
1 month, 1 week ago
REX Stock Q2 2026: REX American Resources Earnings - Record EPS, Zero Extra Gallons Sold
REX American Resources Corporation (REX) Fiscal Q2 2026 — Fiscal Q2 2026 (13 weeks ended July 31; the 8-K hit EDGAR at 09:44 ET on Wednesday Septembe…
1 month, 1 week ago
SWBI Stock: The 32% Quarter Its Own Guidance Says Will Not Repeat | Q1 FY2027
Smith & Wesson Brands, Inc. (SWBI) Q1 FY2027 — It trades near $13.98 since the print, up about 13.9% from the $12.27 close the session before - thoug…
1 month, 1 week ago
DOCU Stock: The Tax Bill That Ate The Quarter | Docusign Q2 FY2027
Docusign (DOCU) Q2 FY2027 — It has added about 1.3% since the print, from a $65.97 close to roughly $66.80 in extended-hours trade. Operating income …
1 month, 2 weeks ago
GWRE Stock: Guidewire Q4 FY2026 Earnings — A Beat, Then a 15% Drop
Guidewire (GWRE) Q4 FY2026 — Shares finished at $202.86 the session the print landed after, and have traded near $171.14 since — down about 15.6%. Gu…
1 month, 2 weeks ago