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JRo's Notes: Lennar Q3:2024 Earnings
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Highlights from Tesla's Q3:2024 Earnings Call
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The Most Important Question According to David Kostin (and Me)
Started by JRo
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New Goldman Sachs Report (dated Nov 18) on U.S. Infrastructure and Industrial Investment
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JRo's Notes: Ingersoll Rand Q3:2024 Earnings
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Thoughts on Nvidia and Tesla Valuation
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Home Depot Comments on Behr (owned by Masco) in its Q3:2024 Call
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JRo's Notes: Alphabet's Q3:2024 Earnings
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JRo's Notes: Amazon Q3:2024 Earnings
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JRo's Notes: Builders FirstSource Q3:2024 Earnings
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JRo's Notes: Owens Corning Q3:2024 Earnings
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Goldman Sachs "Sustain" Report on Potential Green Capex Path in the New Administration
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JRo's Notes: Parker Hannifin FQ1:2025 Earnings
Started by JRo
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Quanta Has Effecitvely ZERO Profitability Exposure to the Inflation Reduction Act (IRA)
Latest by JRo
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Quanta CEO on Nat Gas
Latest by Cale
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JRo's Notes: Quanta Q3:2024 Earnings
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Transformer Shortgage Extends the Cycle and Creates Pricing Power
Latest by JRo
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JRo's Notes: Eaton Q3:2024 Earnings
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JRo's Notes: Linde Q3:2024 Earnings
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JRo's Notes: Masco Q3:2024 Earnings
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