Abbott Is Beating Its Targets. The Stock Is Down 23%. The Gap Is the Story.
Abbott Laboratories spent the better part of five years rebuilding its identity. The pandemic turned its diagnostics business into a...
Evidence Sheet: Walt Disney (DIS)
The standing BullScope yardsticks for Walt Disney, computed from official filings and refreshed with each new edition.
USANA: The Cash Is Real, the Loss Is Not, and the Customer Count Is the Story
USANA built its business over three decades on a simple machine: recruit independent distributors, sell them vitamins, watch them recruit...
The World’s Most Recognizable Beverage Brand Is Up 33% in a Year. The Filed Numbers Tell a More Complicated Story.
First, the shape of it Coca-Cola's filed results for the most recent quarter show a business genuinely accelerating: revenue up...
Evidence Sheet: United Parcel Service (UPS)
The standing BullScope yardsticks for United Parcel Service, computed from official filings and refreshed with each new edition.
Ionis Pharmaceuticals: Two FDA Approvals, Half the Stock Price
Two drugs won FDA approval in the span of three months. The stock lost nearly half its value in the...
Madrigal’s math says one thing. The price tag says another. The filings lay out what each side of that gap rests on.
Before anything else The math: Rezdiffra, Madrigal's liver-disease drug, went from essentially zero revenue to nearly a billion dollars in...
Novavax: A Company That Just Turned Profitable Is Priced Like It Might Not Survive
Novavax's 10-K for fiscal year 2025 shows a net margin of 39.2% and earnings per share of $2.58. The stock...
Acadia Pharmaceuticals: A Business Turning Profitable Trades at a Discount to Its Own History
Ten years ago, Acadia Pharmaceuticals had one approved drug, a stock that had just doubled on FDA news, and no...
Evidence Sheet: Target (TGT)
The standing BullScope yardsticks for Target, computed from official filings and refreshed with each new edition.
BullScope is an evidence-first investment research publication. Every note starts in the filings: what companies actually report, what the market assumes, and where the two disagree. We read the numbers so you can read the story. Not investment advice.