The Deep Brief

The Deep Brief

By MadBrooksBusinessInvesting
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The Deep Brief episodes

  • The Deep Brief | Roundup | Fri, Sep 4
    Some days the market hands you one name and that name has a story worth telling slowly. Today is one of those days.
    This is The Deep Brief. AI generated. Not financial advice.
    Ciena. The number is t...
    3 min
  • The Deep Brief | Teardown | Thu, Sep 3
    MongoDB just told you exactly how this story ends — the question is whether you are reading the right chapter.
    This is The Deep Brief. AI generated. Not financial advice.
    Let me start with the numbe...
    6 min
  • The Deep Brief | Roundup | Thu, Sep 3
    The market handed us a gap-down that demands an explanation and a quiet beat that the multiple alone should terrify you into watching. Two names today, and one of them is already the story of the week...
    4 min
  • The Deep Brief | Roundup | Wed, Sep 2
    Some days the slate gives you one name. One is enough when that name spent fifty-six billion dollars on an acquisition and is now asking you to believe the math worked.
    This is The Deep Brief. AI gen...
    4 min
  • The Deep Brief | Teardown | Tue, Sep 1
    Dell just printed a forty-four billion dollar quarter, and the Street is calling it a beat — but when eighty-two cents of every revenue dollar walks straight out the door as cost, you have to ask what...
    5 min
  • The Deep Brief | Roundup | Tue, Sep 1
    Every name on today's slate sold off on a good print — that is the market telling you the bar was somewhere else entirely.
    This is The Deep Brief. AI generated. Not financial advice.
    Start with Cred...
    5 min
  • The Deep Brief | Teardown | Tue, Sep 1
    Palo Alto Networks just posted seventy-one and a half points of gross margin on eight billion dollars of trailing revenue, and if that number does not make you stop and ask what is holding the operati...
    6 min
  • The Deep Brief | Teardown | Sun, Aug 30
    Dollar General just handed you a margin recovery story, and the question is whether you believe it.
    This is The Deep Brief. AI generated. Not financial advice.
    Let's start with the number that actua...
    7 min
  • The Deep Brief | Roundup | Sat, Aug 29
    Four reporters today and one of them dropped a number so far outside what the Street had penciled in that I want to make sure you heard it correctly.
    This is The Deep Brief. AI generated. Not financi...
    5 min
  • The Deep Brief | Roundup | Fri, Aug 28
    Four names today, and two of them sell things to people who are running out of money. That is the most interesting sentence on the slate before we even open a filing.
    This is The Deep Brief. AI gener...
    5 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.