Evidence Sheet: Dow (DOW)
The standing BullScope yardsticks for Dow, computed from official filings and refreshed with each new edition.
Honeywell Broke Itself in Three. The Price Hasn’t Decided What to Think Yet.
A single-digit earnings multiple is what the market assigns to a business in slow decline. A mid-single-digit sales multiple is...
Disney’s Numbers Say One Thing. The Stock Price Says Another.
Six years ago, Disney was the most expensive media stock on earth, and investors were happy to pay for the...
AbbVie: Two Drugs Are Doing the Work of an Entire Company
Three years ago, AbbVie's biggest drug lost its U.S. patent protection and the company braced for a revenue cliff. Humira,...
GE Aerospace: The Engine Is Running Hot, and the Factory Floor Is Struggling to Keep Up
In one breath The Q2 2026 10-Q shows revenue up sharply and a backlog worth more than four years of...
Evidence Sheet: American Airlines Group (AAL)
The standing BullScope yardsticks for American Airlines Group, computed from official filings and refreshed with each new edition.
The jobs number shrank. The unemployment rate fell. Both are true, and that’s the problem.
In one breath The U.S. economy shed 23,000 jobs in July 2026, according to the BLS report released August 7,...
Evidence Sheet: Eli Lilly & (LLY)
The standing BullScope yardsticks for Eli Lilly &, computed from official filings and refreshed with each new edition.
Lilly’s Claims Ledger: What the Call Said, What the Filing Voted, What Held Up
In one breath Eli Lilly's Q2 2026 10-Q confirms revenue nearly doubling in two years, with two weight-loss drugs now...
The Weight of Expectations: Eli Lilly’s Filed Numbers vs. What the Market Is Paying
In one breath Eli Lilly's revenue has more than doubled in two years, and its profit margin is now the...
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.