It’s a shame accounting standards setters don’t respect the way knowledge of fixed costs, variable costs, and operating leverage can help investors, so we’re left on our own here. This framework ...
I was wrong about Carvana, and after another 150% gain, I still believe its 70x forward P/E is deceptive. Here's the data that shows why Carvana is a tech platform. Forget gross profit per unit; one ...
Stride, Inc. LRN continues to deliver robust margin growth. In third-quarter fiscal 2025, the company reported a robust performance with adjusted EBITDA rising 40% year over year to a record $168.3 ...
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U.S. Bancorp targets positive operating leverage of 200+ basis points in Q4 2025 as fee revenue momentum accelerates
Stern provided forward-looking guidance: "In the fourth quarter, we expected net interest income on a fully taxable equivalent basis to be relatively stable to our third quarter level of $4.25 billion ...
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