10Q / 10K filings analysis
Utilising AI, NLP, data analytics and qualitative analyst oversight, 280First can rapidly glean material / actionable insights from a company's financial reports. Recent alerts include:
Guidewire Software (GWRE) - Contract modifications and customer in-sourcing concerns.
Thor Industries (THO) - Takeover target? More benign competition. Acquisitions outside RV business.
United Natural Foods (UNFI) - Customer retention concerns. Increased margin pressure. Activist shareholders. Less acquisitive.
Walgreens Boots Alliance (WBA) - Dividends at risk. Business model changes. Strategic opportunities.
Edition: 172
- 27 October, 2023
Corporate Access: Hosting calls with industry thought-leaders
Peter Daniel hosts Zoom based calls with interesting industry (public & private companies) thought leaders for institutional equity investors. Here are some recent events. Stay tuned for future meetings...
Steve Saxon - Partner, McKinsey & Co., lives in Shanghai - Update on China Covid lockdown implications and supply chain issues.
Ward Nye - CEO - Martin Marietta Materials - Company update.
Dave Jackson - CEO - Knight-Swift Transportation - Company update.
Ryan Green - CEO - Gridwise - A mobile app that gig economy drivers use to track important job-related operating metrics.
Curtis Garrett - Former Chief Strategy Officer - Reconex - Update on the LTL Industry.
Bob Martin - CEO - Thor Industries - Company update and RVing industry review.
Spencer Patton - CEO - Route Consultant - Update on FDX ISP operators.
Edition: 141
- 05 August, 2022