A Peek Behind the Numbers
SubstackArticles
42
Companies covered
29
Sectors
7
Countries
2
Research Articles
Behind the Qs and Ks- (EPAC, WDFC)
Aug 5, 2026
Behind the Qs and Ks- (AAON, PRGS, EPAC)
Apr 10, 2026
A Closer Look at Palantir's Receivables (PLTR)
Feb 23, 2026
Roblox (RBLX): A Reality Check
Oct 17, 2025
Behind Chipotle's Buyback Math (CMG)
Sep 16, 2025
Risks at Roblox (RBLX)
Apr 23, 2025
Hubbell Inc. (HUBB)- Weak Beat + Low Accruals
Feb 28, 2025
Update on Allegro Microsystems, Inc. (ALGM)
Feb 18, 2025
Coke’s (KO) FX Conundrum
Nov 1, 2024
Behind Coherent Corp’s Numbers (COHR)
Jul 3, 2024
Behind Arista Networks' (ANET) Numbers
Jun 28, 2024
Behind the 1Q24 Unity Software (U) Miss
May 12, 2024
Spock Looks at NVIDIA (NVDA)
Mar 22, 2024
A Peek Behind Okta’s (OKTA) 4Q Numbers
Mar 5, 2024
Review of Coke’s (KO) 4Q and 10-K
Feb 28, 2024
Coca-Cola (KO)- The FX Reversal Is Looming
Feb 14, 2024
DoorDash (DASH) 3Q Update- Lowball and Slash
Nov 8, 2023
DoorDash Away All!
Sep 29, 2023
Coca-Cola’s (KO) 4Q
Apr 3, 2023
MongoDB (MDB)- Rewriting History
Dec 22, 2022
Where Are the Higher Wages?
Dec 8, 2022
Signing Off on DocuSign?
Jul 1, 2022
What if Stock Comp Was Cash?
Jun 2, 2022
The Coca-Cola Company (KO)
Mar 9, 2022