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Corporate Earnings

topic on 2 shows · 3 statements across 2 episodes

Founder's Journal All-In

3 statements about Corporate Earnings, every show

FOUNDER'S JOURNAL Assertion Supported
Timmer: 80% of Q2 Companies Beat Earnings Estimates by 7%
“Second quarter earnings season just wrapped up. 80% beating estimates by an average of seven percentage points.”
Urien Timmer Sep 12, 2023 ▶ 5:46 An Investor’s Briefing
FOUNDER'S JOURNAL Assertion Contradicted
Timmer: 2023 Corporate Earnings Estimated to Drop 3%
“Now, overall earnings are declining very, very modestly. They're scheduled estimated to be down three percent this year, which isn't very much.”
Urien Timmer Sep 12, 2023 ▶ 5:52 An Investor’s Briefing
ALL-IN Prediction Held up
Chamath: S&P 500 earnings estimates are wrong and heading down
“I'm going to still maintain that the E is wrong. The earnings are wrong for most of these companies.”
Chamath Palihapitiya Jul 14, 2022 ▶ 48:59 E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more

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