Topic: Reporting Season

In this episode, Candice and Felicity unpack the Australian reporting season of one of Australia’s top Fund Managers – Jun Bei Liu who runs the Tribeca Alpha Plus Fund with a running performance return of 9.22% p.a. since inception (2006) beating the ASX200 Index Benchmark by 2.53%.

It's a returning favourite! It’s earnings season. When all the companies gather their shareholders and tell them what they did for the last three months, what went well, what didn’t go so well, and what’s coming up.

Bryce & Alec wrap up the news from the past week. All you need to know about earnings season including 10 companies that caught their eye along with all the overall takeaways from reporting season around the world. Alec explains why "Good news is bad news".

Bryce, Darcy and Alec join Sascha today and share the 3 biggest takeaways from earnings season so far. There is a new record for the most profitable company in the world, retail is feeling the pinch from inflation and Google still reins supreme.

We're at the tail end of reporting season at the moment, so we thought we'd revisit this episode where Bryce and Alec answer the most important question of all... 'What is reporting season?'

Earning Season continues ... and so does this Equity Mates content train. So, so much in this episode. NASDAQ Tech stocks have had a good week ... technically the NASDAQ is now in a bull market. Is it blue skies, unicorns and rainbows from here? Alec and Bryce do a fast track market wrap to give you a solid run down of the past week's company earnings results. America is taxing Buybacks ... but will the market even care?

Earnings Season continues ... and so does this Equity Mates content train. So, so much in this episode. The market has had a good week ... so, are we out of the woods? Is it blue skies, unicorns and rainbows from here? Alec and Bryce do a fast track market wrap to give you a solid run down of the past week's company earnings results.

We're a week into earnings season in the States and we discuss what we've learnt so far. Most of the American Banks have reported, with all of them missing analysts expectations. So why did the bank index have its biggest one-day gain in 18 months?

It’s reporting season… again. Christmas may only come once a year but reporting (or earnings season in the US) seems like it never ends. And for anyone who’s thinking... umm what is reporting season? It’s the time when public companies release their most recent quarter's financial information in… a report. Think of it like a school report card for companies. In that, when you do well, the market loves you, and when you’re not doing great… well, it doesn't feel great. But the headlines and reporting around earnings season - percentages, CAGR numbers, market expectations - are full of jargon and in short our host Sascha thinks it's pretty boring.

As they say, there are 3 constants in life ... 1. Death, 2. Taxes ... and 3. A never-ending company reporting season! In this episode Bryce & Alec dissect a sampling of companies within the global 'supply chain' sector through the new app QUARTR which gives you access to these earnings calls and the CEO's and key stakeholders within these companies. Download the QUARTR app, you'll love it. You'll hear the CEO's from Apple, Maersk, Home Depot, Brambles, UPS, Wesfarmers, Taiwan Semiconductor Manufacturing Company & ASML discuss their current annual reports and future vision.

In this Need to Know episode, Felicity and Candice give you the low down of Australian reporting season so far. At the time of recording, we are in the final few days of the first half FY22 reports, and there have been a few upsets and misses in the markets, which has seen some stocks fall off a cliff. On the other hand, other companies have killed it with expectations and are enjoying a share price rally since beating on their financial figures. Then Candice and Felicity talk about the current turbulence globally and how you might protect your portfolio in such uncertain times, and provide some key facts on companies that have come through our mailbag.

Growth stocks have taken a hammering in the last few months as the NASDAQ is down 15% from its all time high - but more than this, more than a quarter of the stocks on the exchange are down 60% or more. In this episode, we use Quartr to listen in on the earnings calls, and hear directly from some of the CEOs and leaders of these companies that have fallen from their highs. And we answer the question - who seems concerned, and who doesn't sound worried at all.