Colton Thomas
Charged Alpha Stock Encyclopedia
Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.
Μην παραλείψεις να επισκεφτείς τη σελίδα του podcast και να στηρίξεις τον δημιουργό: chargedalpha.podbean.com
Δημιουργός
Colton Thomas
Κατηγορία
Ιστοσελίδα του podcast
Τελευταίο επεισόδιο
28 Οκτ 2026
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Podcast στην εφαρμογή Replaio Radio Έρχεται σύντομαΤα podcast έρχονται σύντομα στην εφαρμογή. Εγκατάστησέ την τώρα και δες πρώτος μια εντελώς νέα προσέγγιση στα podcast
Επεισόδια
NCLTY Stock: The $46B Japan Furniture King Most Americans Have Never Heard Of Q4 FY2026 16.06.2026 10:50
NCLTY (Nitori Holdings) reported Q4 FY2026 earnings on 2026-05-14. Stock fell 3.4% on the print. Here's the breakdown: Is NCLTY a buy, hold, or sell after this quarter? In this Nitori Holdings (NCLTY) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings qualit...
PLAY Stock: 16 Cents vs 60 Cents - The Family Entertainment Wipeout Q1 FY2027 16.06.2026 10:55
PLAY (Dave & Buster's Entertainment) reported Q1 FY2027 earnings on 2026-06-15. Stock fell 4.7% on the print. Here's the breakdown: Is PLAY a buy, hold, or sell after this quarter? In this Dave & Buster's Entertainment (PLAY) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and...
5 Consumer Earnings, 1 Verdict: CASY vs CHWY vs LEN vs TCOM vs VFS 12.06.2026 9:59
Five consumer companies reported earnings in one week - and together they map the entire 2026 American wallet. Here's the breakdown: Is the consumer dead or just picky? In this Retail Reckoning thematic we cross-read five fresh earnings prints - Casey's (CASY), Chewy (CHWY), Lennar (LEN), Trip.com (TCOM) and VinFast (VFS) - to find where the household budget actually goes: experiences and essentia...
LEN Stock: Buffett Owns 4%, Margins at Decade Lows — Who Blinks? Q2 FY2026 11.06.2026 10:13
LEN (Lennar) reported Q2 FY2026 earnings on 2026-06-11. Stock jumped 5.7% on the print. Here's the breakdown: Is LEN a buy, hold, or sell after this quarter? In this Lennar (LEN) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clea...
RH Stock: The $2 Loss Head Fake — Guide Raised, Shorts Squeezed Q1 FY2026 11.06.2026 10:08
RH (RH) reported Q1 FY2026 earnings on 2026-06-11. Stock jumped 7.5% on the print. Here's the breakdown: Is RH a buy, hold, or sell after this quarter? In this RH (RH) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear price-awa...
ADBE Stock: Record Quarter, Raised Guide, Stock Dumps 11% Q2 FY2026 11.06.2026 10:05
ADBE (Adobe) reported Q2 FY2026 earnings on 2026-06-11. Stock fell 6.2% on the print. Here's the breakdown: Is ADBE a buy, hold, or sell after this quarter? In this Adobe (ADBE) Q2 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a clear...
UEC Stock: America’s Biggest New Uranium Mine vs a 25% Crash Q3 FY2026 11.06.2026 10:36
UEC (Uranium Energy) reported Q3 FY2026 earnings on 2026-06-09. Stock fell 11.6% on the print. Here's the breakdown: Is UEC a buy, hold, or sell after this quarter? In this Uranium Energy (UEC) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - end...
NAVN Stock: $3.1B Bookings, Guide Raised to 30% Q1 FY2027 10.06.2026 11:24
NAVN (Navan) reported Q1 FY2027 earnings on 2026-06-10. Stock jumped 0.9% on the print. Here's the breakdown: Is NAVN a buy, hold, or sell after this quarter? In this Navan (NAVN) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a cle...
ORCL Stock: Oracle’s $638B AI Backlog Explodes But the Stock Falls Q4 FY2026 10.06.2026 11:15
ORCL (Oracle) reported Q4 FY2026 earnings on 2026-06-10. Stock fell 2.2% on the print. Here's the breakdown: Is ORCL a buy, hold, or sell after this quarter? In this Oracle (ORCL) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with a cle...
CHWY Stock: The 23-Cent EPS That Wasn’t a Miss Q1 FY2026 10.06.2026 11:26
CHWY (Chewy, Inc.) reported Q1 FY2026 earnings on 2026-06-10. Stock fell 0.7% on the print. Here's the breakdown: Is CHWY a buy, hold, or sell after this quarter? In this Chewy, Inc. (CHWY) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending...
CBRL Stock: Negative Comps but the Stock Pops 27% Q3 FY2026 10.06.2026 11:22
CBRL (Cracker Barrel) reported Q3 FY2026 earnings on 2026-06-10. Stock jumped 26.9% on the print. Here's the breakdown: Is CBRL a buy, hold, or sell after this quarter? In this Cracker Barrel (CBRL) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality...
CNM Stock: Earnings +10% but the Stock Drops 4% Q1 FY2026 10.06.2026 9:50
CNM (Core & Main) reported Q1 FY2026 earnings on 2026-06-10. Stock fell 4.2% on the print. Here's the breakdown: Is CNM a buy, hold, or sell after this quarter? In this Core & Main (CNM) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - en...
DBI Stock: Beats Profit, Crashes 24% - The Guide Nobody Touched Q1 FY2026 10.06.2026 10:15
DBI (Designer Brands) reported Q1 FY2026 earnings on 2026-06-09. Stock fell 23.9% on the print. Here's the breakdown: Is DBI a buy, hold, or sell after this quarter? In this Designer Brands (DBI) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - e...
CASY Stock: A Gas-Station Pizza Chain Just Beat by 30% Q4 FY2026 10.06.2026 11:40
CASY (Casey's General Stores) reported Q4 FY2026 earnings on 2026-06-09. Stock jumped 14.9% on the print. Here's the breakdown: Is CASY a buy, hold, or sell after this quarter? In this Casey's General Stores (CASY) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & e...
SAIL Stock: ARR Up 26% but Stock Drops 12% Q1 FY2027 10.06.2026 11:24
SAIL (SailPoint) reported Q1 FY2027 earnings on 2026-06-09. Stock fell 12.4% on the print. Here's the breakdown: Is SAIL a buy, hold, or sell after this quarter? In this SailPoint (SAIL) Q1 FY2027 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending wit...
UNFI Stock: Profit Jumps 75% but Stock Drops 12% Q3 FY2026 09.06.2026 11:24
UNFI (United Natural Foods) reported Q3 FY2026 earnings on 2026-06-09. Stock fell 12.3% on the print. Here's the breakdown: Is UNFI a buy, hold, or sell after this quarter? In this United Natural Foods (UNFI) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earning...
ASO Stock: First Positive Comp in 2 Years at 8x Earnings Q1 FY2026 09.06.2026 11:14
ASO (Academy Sports and Outdoors) reported Q1 FY2026 earnings on 2026-06-09. Stock jumped 2.3% on the print. Here's the breakdown: Is ASO a buy, hold, or sell after this quarter? In this Academy Sports and Outdoors (ASO) Q1 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management &...
SJM Stock: The +20% Beat That Came With a Shrinking Year Q4 FY2026 09.06.2026 11:25
SJM (J.M. Smucker) reported Q4 FY2026 earnings on 2026-06-09. Stock jumped 12.9% on the print. Here's the breakdown: Is SJM a buy, hold, or sell after this quarter? In this J.M. Smucker (SJM) Q4 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - endin...
MTN Stock: Worst Snow in 50 Years, 6.6% Yield — Trap or Floor? Q3 FY2026 08.06.2026 11:52
MTN (Vail Resorts) reported Q3 FY2026 earnings on 2026-06-08. Stock jumped 1.4% on the print. Here's the breakdown: Is MTN a buy, hold, or sell after this quarter? In this Vail Resorts (MTN) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending...
VFS Stock: Deliveries Up 61% but the Cash Keeps Burning Q1 2026 08.06.2026 10:14
VFS (VinFast Auto) reported Q1 2026 earnings on 2026-06-08. Stock fell 3.6% on the print. Here's the breakdown: Is VFS a buy, hold, or sell after this quarter? In this VinFast Auto (VFS) Q1 2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with...
CPB Stock: Profit Falls 32% Yet Still Beats — A 5% Yield Trap? Q3 FY2026 08.06.2026 10:36
CPB (The Campbell's Company) reported Q3 FY2026 earnings on 2026-06-08. Stock jumped 0.6% on the print. Here's the breakdown: Is CPB a buy, hold, or sell after this quarter? In this The Campbell's Company (CPB) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earni...
VFS Stock: Deliveries Up 61% but the Cash Keeps Burning Q1 2026 08.06.2026 7:02
VFS (VinFast Auto) reported Q1 2026 earnings on 2026-06-08. Stock fell 3.6% on the print. Here's the breakdown: Is VFS a buy, hold, or sell after this quarter? In this VinFast Auto (VFS) Q1 2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earnings quality - ending with...
CPB Stock: Profit Falls 32% Yet Still Beats — A 5% Yield Trap? Q3 FY2026 08.06.2026 7:16
CPB (The Campbell's Company) reported Q3 FY2026 earnings on 2026-06-08. Stock jumped 0.6% on the print. Here's the breakdown: Is CPB a buy, hold, or sell after this quarter? In this The Campbell's Company (CPB) Q3 FY2026 earnings breakdown we cover the revenue and EPS print, the 8-quarter trend, segment detail, the free-cash-flow bridge, forward guidance, peer valuation, and management & earni...
YEXT Stock: $140M Buyback + Guide Suspended Q1 FY2027 06.06.2026 12:48
Yext Q1 FY2027 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 conviction, STRONG) - CURRENT @ $3.89 - HOLD - BUY below $3.31 with $2.72 stop - AVOID above $5.25 TRIGGER: Two consecutive quarters of positive total ARR growth with the under-$50K ACV cohort decline narrowing to single digits OR restoration of forwar...
NX Stock: EPS Beat +19% + Custom Solutions +6.6% Q2 FY2026 06.06.2026 11:57
Quanex Building Products Q2 FY2026 earnings breakdown - conversational walkthrough with a price-aware verdict and Wall Street consensus comparison. THE CALL: HOLD (3/5 conviction, MODERATE) - CURRENT @ $22.85 - HOLD - BUY below $20.00 with $17.00 stop - AVOID above $28.00 TRIGGER: Two consecutive quarters of revenue beat AND Custom Solutions segment growth above +5% OR Tyman synergy run-rate discl...
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