Publicly Traded Analog Semiconductor Industry Report: Autumn 2023 results
Latest Autumn earnings results of the Top 5 Publicly Traded Analog Semiconductor companies by Q/Q Revenues were mixed across the board, with some decreasing significantly while one remained almost flat in the July-September quarter, according to their latest earnings releases. Of the publicly traded Analog Semiconductor companies who released Autumn 2023 earnings results, two companies […]
Publicly Traded Life Sciences Industry Report: Autumn 2023 Results
Recent Autumn earnings showed that the Top 5 Publicly Traded Life Science tool companies by market cap decreased total revenues -4.37% YOY in the July – September Quarter, according to Latest Earnings Releases. Of the publicly traded Life Science tool companies who released earnings results, the following top 5 companies decreased revenues -4.37% YOY on average: Thermo Fisher, Danaher, Merck KGaA, […]
Publicly Traded Analog Semiconductor Industry Report: Summer 2023 results
Recent Summer earnings results of the Top 5 Publicly Traded Analog Semiconductor companies by Q/Q Revenues were mixed across the board, however, we saw increasing revenues on average 2.2% YOY in the June-August quarter, according to their latest earnings releases. Of the publicly traded Analog Semiconductor companies who released Summer 2023 earnings results, two companies […]
Publicly Traded Life Sciences Industry Report: Summer 2023 Results
Latest Summer earnings showed that the Top 5 Publicly Traded Life Science tool companies by market cap decreased total revenues -5.22% YOY in the June – August Quarter, According to Latest Earnings Releases. Of the publicly traded Life Science tool companies who released earnings results, the following top 5 companies decreased revenues -5.22% YOY on average: Thermo Fisher, Danaher, Merck KGaA, […]
What is Net Interest Margin and How Do I Calculate It?
“In the end, banking is a very good business unless you do dumb things.” – Warren Buffett Investing in banks remains the same as investing in other businesses. We need to understand the fundamentals and how they make money. Part of that understanding is the net interest margin or NIM. Part of how every bank […]
The Importance of Non-Interest Income in the Banking Industry
“In the end, banking is a very good business unless you do dumb things. You get your money extraordinarily cheap, and you don’t have to do dumb things.” – Warren Buffett Warren Buffett, one of our greatest investors, understands and invests in banks. Part of our challenge in investing in banks orbits around understanding their […]
Publicly Traded Logistics Companies Report: Winter 2022 Results
Public financial data collected by investment newsletter provider Sather Research, LLC showed that 6 Publicly Traded Logistics Companies Grew Total Revenues Over 6% YOY in the October – December Quarter, According to Latest Earnings Releases. Of the publicly traded home builders who released earnings results in January/February, the following 6 companies grew revenues 6%+ YOY: Old Dominion Freight Line, Saia Inc, […]
How to Calculate Net Interest Income with Examples
“In the end, banking is a very good business unless you do dumb things. You get your money extraordinarily cheap, and you don’t have to do dumb things. But periodically, banks do it, and they do it as a flock, like international loans in the 80s. You don’t have to be a rocket scientist when […]
Publicly Traded Home Builders Report: Winter 2022 Results
Public financial data collected by investment newsletter provider Sather Research, LLC showed that 6 Publicly Traded Home Builders Grew Total Revenues Over 19% YOY in the October – December Quarter, According to Latest Earnings Releases. Of the publicly traded home builders who released earnings results in January/February, the following 6 companies grew revenues 19% YOY: D.R. Horton, PulteGroup, Taylor Morrison Home, […]
Dollar-Based Net Retention Ratio in SaaS Companies
In the SaaS (software-as-a-service) world, we have many ways to measure the impact of customers churning or leaving the platform. In a recurring revenue model, we can use a dollar-based net revenue retention rate (DBNR), also known as net retention rate, to help us out. These ratios are SaaS’s most commonly cited metrics to measure […]
