Netflix’s Margin Story Is Winning. The Stock Has Already Forgotten.
Three years ago, Netflix was the cautionary tale every bear loved: slowing growth, a password-sharing crisis,...
JPMorgan just posted its most profitable quarter ever. The stock is already priced for perfection.
Six years ago, JPMorgan set aside billions against pandemic loan losses that never fully materialized, then...
Delta’s June quarter: record revenue, a below-median earnings multiple, and an unresolved question about durability, a framework for weighing the gap
Premium ticket revenue beat main cabin revenue in the June quarter. That sentence would have been...
NVIDIA at the cheap end of its own decade: when the math outgrows the mood
For most of its modern life, NVIDIA traded at prices that made cautious investors wince. At...
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