Analog Devices

Every management team has a guidance personality. Knowing whether a CFO sandbags or stretches before the print is half the battle on earnings night.

Beyond Buffett, a handful of CEOs use the annual letter to reveal how they actually think. Here's a framework for reading them as a forward signal — not PR.

What counts as healthy NRR depends on the software category. Here's a framework for separating durable expansion from re-pricing tricks and outright fantasy.

How to read an airline quarter without getting fooled. A working guide to RASM, CASM ex-fuel, load factors, and the levers carriers use to dress up the tape.

A framework for reading pre-announcements before earnings: why positive ones tend to underwhelm, negative ones cluster, and silence is the most useful signal of all.

A strong dollar isn't a uniform headwind. Here's how to separate translation noise from real demand destruction across S&P 500 sectors — and where the gap actually bites.