Podcast Episodes
Back to SearchDanaher (DHR) — Q4 2025 Earnings Deep Dive | Charged Alpha
Danaher (DHR) — Q4 2025 Earnings Deep Dive. Danaher is at an inflection point: bioprocessing orders are reaccelerating after a destocking cycle, a tr…
2 months, 2 weeks ago
Lockheed Martin (LMT) — Q4 2025 Earnings Deep Dive | Charged Alpha
Lockheed Martin (LMT) — Q4 2025 Earnings Deep Dive. April 2026 is a pivotal moment for LMT: the Orion spacecraft just completed NASA's Artemis II mis…
2 months, 2 weeks ago
Welltower (WELL) — Q4 2025 Earnings Deep Dive | Charged Alpha
Welltower (WELL) — Q4 2025 Earnings Deep Dive. The silver tsunami is accelerating as baby boomers turn 80 in 2026, driving unprecedented demand for s…
2 months, 2 weeks ago
Corning (GLW) — Q4 2025 Earnings Deep Dive | Charged Alpha
GLW — GLW 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…
2 months, 2 weeks ago
Honeywell (HON) — Q4 2025 Earnings Deep Dive | Charged Alpha
HON — HON 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…
2 months, 2 weeks ago
Eaton (ETN) — Q4 2025 Earnings Deep Dive | Charged Alpha
ETN — ETN 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…
2 months, 2 weeks ago
Accenture (ACN) — Q2 FY2026 Earnings Deep Dive | Charged Alpha
ACN — ACN 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options a…
2 months, 2 weeks ago
Booking Holdings (BKNG) — Q4 2025 Earnings Deep Dive | Charged Alpha
Booking Holdings (BKNG) — Q4 2025 Earnings Deep Dive. Booking Holdings closed a twenty-for-one stock split in late 2025, making the shares accessible…
2 months, 2 weeks ago
Adobe (ADBE) — Q1 FY2026 Earnings Deep Dive | Charged Alpha
ADBE — ADBE 2026 Earnings. Full earnings breakdown. Hudson Thomas & Lana Chen cover: valuation, margins, analyst consensus, bull & bear case, options…
2 months, 2 weeks ago
Palo Alto Networks (PANW) — Q2 FY2026 Earnings Deep Dive | Charged Alpha
Palo Alto Networks (PANW) — Q2 FY2026 Earnings Deep Dive. Platformization strategy accelerating with 1,550 platform customers (up 35% YoY), XSIAM pro…
2 months, 2 weeks ago