Not sure how to earnings report, wish me luck
Conversation
First impressions:
Very long, lots of numbers, many weird terms, not very much substance about operations, no granularity down to the products
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Is it an analysts job to fill those gaps? Or do we only care about numbers
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Replying to
any advice to someone just learning to read between the lines of corporate reports? Darius writes a great chemicals industry newsletter and is getting into the corporate financials level of the game…
Happy to chat about this—DM and let’s set something up!
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Darius you should definitely chat with Byrne and pick up a few tricks!
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