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Market Wraps
earnings
Latest news and analysis on earnings
Equities
July 21, 2023 11:01
3 key takeaways from the first FAANG earnings result
Netflix's resilience and dominance in the streaming landscape make it an intriguing investment for the long term.
NASDAQ:NFLX
Netflix Inc. Common Stock
NASDAQ:NFLX
Followed by
17
people
NASDAQ:NFLX
Netflix Inc. Common Stock
NASDAQ:NFLX
Followed by
17
people
Sally Fang
Swell Asset Management
July 21, 2023 11:01
Equities
May 22, 2023 14:55
This company shows tech can pivot to profitability, and the market is loving it with 55% return year to date
With a new CEO comes a new strategy
XRO
Xero Ltd
ASX:XRO
Followed by
693
people
XRO
Xero Ltd
ASX:XRO
Followed by
693
people
David Thornton
Livewire Markets
May 22, 2023 14:55
Macro
January 24, 2023 09:15
Pricing in a soft landing
With ongoing "bad news is good news" market sentiment, how much is the market pricing in a soft landing and what risk does that pose?
Max Pacella
Rest Super
January 24, 2023 09:15
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Equities
January 24, 2023 06:30
Top 3 lessons from Aoris’ Annual Letter to investors
Aoris Investment Management CIO, Stephen Arnold, shares his views on markets and the Aoris process in his Annual Letter to investors.
Stephen Arnold
Aoris Investment Management
January 24, 2023 06:30
Education
January 05, 2023 11:06
Investor Beware: How Depreciation can be Manipulated to Inflate Earnings
Investors must be aware that the numbers they're using in analysis could well be inflated by simple accounting manipulation. See how to spot it.
Will Simpson
Blue Oceans Capital
January 05, 2023 11:06
Equities
November 16, 2022 11:18
Chart of the Week - Asian Equity Valuations
Price to Book Discount: The price to book ratio for Asia Ex-Japan equities has dropped to among the cheapest readings of the past 2 decades. Indeed, Asian equities...
Callum Thomas
Topdown Charts
November 16, 2022 11:18
Equities
October 19, 2022 10:13
Chart of the Week - big value in small caps
Small Cap Equity PE10 Valuations: US small cap stocks have experienced a decent reset in valuations, with the S&P 600 PE10 ratio dropping almost -40% from the peak....
Callum Thomas
Topdown Charts
October 19, 2022 10:13
Equities
September 21, 2022 07:24
Chart of the Week - Global Stockmarket Valuations
Forward PE Ratios — Real Cheap (but for real?): We have seen a major move in forward PE ratios across countries this year. The median forward PE ratio across...
Callum Thomas
Topdown Charts
September 21, 2022 07:24
Equities
August 22, 2022 06:26
Weekly S&P500 ChartStorm - 21 August 2022
The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...
Callum Thomas
Topdown Charts
August 22, 2022 06:26
Macro
August 19, 2022 09:33
Recent rally leaves global equities more vulnerable
The MSCI World index has rallied around 16% from its mid-June lows. The S&P 500 and NASDAQ have fared even better, up 19% and 25% respectively from their June lows....
Todd Hoare
LGT Crestone
August 19, 2022 09:33
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