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Earnings

Atkore is looking very ugly
What went wrong and what can we learn from it?
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Heavy Moat Investments
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Pluxee and Edenred earnings summary
Pluxee FY 24, Edenred Q3 24
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Heavy Moat Investments
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ASML: A quick update after the crash
My opinion on the 20% crash and ASML's future
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Heavy Moat Investments
ASML Valuation update
Attractive after a 30% drawdown trading at 22x NTM EV/EBIDTA?
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Heavy Moat Investments
Napco: Down 15% on earnings - Buying opportunity?
Today, Napco dropped 15% after reporting earnings.
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Heavy Moat Investments
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Atkore crash: Was $ATKR a mistake?
Atkore’s share price has been demolished in the last few months, especially in the last weeks.
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Heavy Moat Investments
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RCI Hospitality (RICK) going in the right direction (Q3 sales update)
Shares of RCI Hospitality jumped 14% on Thursday after the company released a better-than-expected Q3 sales update and lower-than-expected inflation…
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Heavy Moat Investments
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Frosta AG (NLM.DE) H1 Update
Down on good results and rapid core growth
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Heavy Moat Investments
Pluxee Q3 Update: Is the sell-off justified?
Shares are down over 10%
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Heavy Moat Investments
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Atkore ($ATKR) Q2 Update
Atkore reported Q2 234 earnings this week and uncharacteristically missed expectations. As a result, shares traded down around 12%, back to prices last…
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Heavy Moat Investments
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Napco ($NSSC) Q3 Update
Napco reported Q3 24 earnings this week and, as usual, crushed them.
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Heavy Moat Investments
Adyen: Unjustified Q1 selloff
Last Week, Adyen traded down around 17% after reporting its Q1 sales update, falling from the #1 to the #3 position in my portfolio.
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Heavy Moat Investments
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