The Deep Brief

The Deep Brief

By MadBrooksBusinessInvesting
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The Deep Brief episodes

  • The Deep Brief | Roundup | Wed, Jun 24
    Some days the tape hands you a confession. Today it handed you seven.
    This is The Deep Brief. AI generated. Not financial advice.
    Cerebras Systems down nearly twenty percent on the print. No margin ...
    5 min
  • The Deep Brief | Teardown | Wed, Jun 24
    Micron just printed a gross margin of 67.7 percent, and if you have followed this company for more than one cycle, you know exactly how rare and how dangerous that number is.
    This is The Deep Brief. ...
    6 min
  • The Deep Brief | Teardown | Wed, Jun 24
    Sunbelt Rentals is quietly doing something the equipment rental sector almost never does — holding margin while the volume story gets complicated.
    This is The Deep Brief. AI generated. Not financial ...
    5 min
  • The Deep Brief | Roundup | Tue, Jun 23
    Some days the tape hands you a theme. Today it handed you three gaps down and one name nobody quite knows what to do with yet.
    This is The Deep Brief. AI generated. Not financial advice.
    Sunbelt Ren...
    5 min
  • The Deep Brief | Teardown | Mon, Jun 22
    Carnival just handed you a quarter that looks pedestrian on the surface and tells a completely different story underneath it.
    This is The Deep Brief. AI generated. Not financial advice.
    Let's start ...
    6 min
  • The Deep Brief | Roundup | Sat, Jun 20
    Some days the market hands you a gift — two completely different businesses, two completely different stories, and both of them gap down hard on the same morning. Pay attention.
    This is The Deep Brie...
    4 min
  • The Deep Brief | Teardown | Sat, Jun 20
    Kroger just reported a quarter where the spread between trailing and forward earnings is doing more work than management ever will on a conference call.
    This is The Deep Brief. AI generated. Not fina...
    6 min
  • The Deep Brief | Roundup | Fri, Jun 19
    Some days the market sends you a memo. Today it sent three, and at least one of them is going to keep people up tonight.
    This is The Deep Brief. AI generated. Not financial advice.
    First, Accenture....
    4 min
  • The Deep Brief | Roundup | Fri, Jun 19
    Some days the market hands you a confession. Today it handed you three.
    This is The Deep Brief. AI generated. Not financial advice.
    Accenture first, because an eighteen percent gap-down on a consult...
    4 min
  • The Deep Brief | Roundup | Fri, Jun 19
    Three reports today, and one of them is going to make consulting analysts rethink every AI-spending assumption they had walking into this quarter.
    This is The Deep Brief. AI generated. Not financial ...
    6 min

About The Deep Brief

From the publisher's feed

One earnings report or IPO, taken completely apart. Deep analysis for serious traders. Not financial advice.