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We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
Joined October 2017
- DICK'S Sporting Goods CEO: "As the quarter progressed, conditions across portions of the athletic footwear and apparel marketplace became increasingly promotional, and we took action to remain competitively priced..." $DKS: -17% Pre-Market
- Druckenmiller: "Every basis point of artificial yield suppression is a subsidy to procrastination. Suppressed long rates sugarcoat the interest-cost projections, shrink the apparent urgency, and let incumbents assure voters the debt is someone else’s problem."Stanley Druckenmiller renders an unfavorable opinion of Treasury Secretary Scott Bessent's use of buybacks to defend against higher yields in a market that is functioning normally. "I have spent five decades trading on a simple premise: Markets aggregate information no committee
- $ROP CFO: Not every AI task requires a frontier model "based on the nature of the things that we do for our customers, I can't imagine us having to use a frontier model for some basic day-to-day tasks. I just don't -- I can't picture that. And I do think at the lower end, as you
- $BABA CFO: "Our servers equipped with chips typically reach breakeven within 3 years. With a 5-year useful life, we expect them to get positive free cash flow, at least in the 2 years following breakeven. For the quarter ended June 30, 2026, we repurchased shares of an aggregate
