The Transcript
We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
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A live $AMZN thread for the Q3 22 earnings call: 1. The strong dollar impact: @ajassy: "Net sales were $127.1B, 19% YoY increase, excluding approximately 460bps of unfavorable i...
A live $AAPL thread for the Q4 22 earnings call: 1. CEO @tim_cook starts with summary saying it was a record quarter: "We set an all-time revenue record for Mac & September quar...
A live $META thread for Q3 22 Earnings call: 1. CEO Zuck: "I have to say that our product trends look better from what I see then some of the commentary I've seen suggests. There...
Some key live quotes from $MSFT Q1 23 earnings call: 1. Full-year outlook: "We now expect a roughly five-point headwind to full-year revenue growth...At total company level, we...
Some key live quotes from $GOOG earnings call: 1. $GOOGL CBO: "On the Q2 call, we noted a pullback in spend by some advertisers on Youtube network & these pullbacks in spend incre...
A short thread from Druckenmiller's talk at @DeliveringAlpha: 1. On shorting the Pound 30 years ago: "What I did know was that if they didn't devalue...my fund was going to lose...
Stanley Druckenmiller this week: 1. On the bear market "My best guess is that weβre 6 months into a bear market. For those tactically trading, itβs possible the first leg of tha...