Evidence Sheet: Alphabet (GOOGL)
The standing BullScope yardsticks for Alphabet, computed from official filings and refreshed with each new edition.
Chevron’s Quarter: When the Pipes Run Full, Where Does the Money Actually Go?
In one breath Chevron's Q2 2026 filing shows a company producing more oil than it ever has on U.S. soil,...
The Pessimist’s Discount: What P&G’s Price Assumes, and What the Filings Say
A resilient net margin and a stock sitting near a two-year low. Those two facts should not coexist for a...
PepsiCo: The Stock Is Priced for Doubt. The Filing Tells a Different Story.
For most of the last decade, owning PepsiCo felt like owning a toll road. Revenue climbed steadily, the dividend arrived...
McDonald’s names Skye Anderson as USA president, replacing Joe Erlinger after seven-year tenure
McDonald's has appointed Skye Anderson, a 26-year company veteran, as President of McDonald's USA, effective immediately, replacing Joe Erl
McDonald’s earnings growth slows to 5% as currency masks flat constant-currency momentum
McDonald's reported second-quarter net income of $2,362 million, up 5 percent from $2,253 million a year earlier, with diluted earnings...
Evidence Sheet: Meta Platforms (META)
The standing BullScope yardsticks for Meta Platforms, computed from official filings and refreshed with each new edition.
Hill or Cliff? The One Exchange That Defines Merck Right Now
In one breath Merck's filed revenue is growing and its newest drugs are landing approvals, but two enormous acquisition charges...
Caterpillar’s revenue surges 24% to $20.5 billion as volume and pricing both accelerate, lifting margins to 20.9%
Caterpillar reported second-quarter 2026 sales and revenues of $20.5 billion, a 24% increase from $16.6 billion in the same quarter...
Merck’s first-half collapse masks a full-year guidance problem the filing won’t answer
Merck reported a net loss of $5,575 million for the first half of 2026, a reversal from a $9,506 million...
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.