STOCK RESEARCH

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From deep dives to quarterly earnings calls, this is where you will find all of my stock research. My goal is to share a new deep dive every month, but frequency may vary.

QUARTERLY EARNINGS NOTES

WSM | Q3 2025

Revenue of $1.88B (+4.4% Y/Y) beats by $10M. Non-GAAP EPS of $1.96 beats by $0.09.

OBDC | Q3 2025

Total investment income of $453.07M. Adjusted NII per share of $0.36.

YOU | Q3 2025

Revenue of $229.2M (+15.5% Y/Y) beats by $4.4M. Non-GAAP EPS of $0.29 beats by $0.03.

ZTS | Q3 2025

Revenue of $2.4B (+0.4% Y/Y) misses by $10M. Non-GAAP EPS of $1.70 beats by $0.08.

MSI | Q3 2025

Revenue of $3B (+7.5% Y/Y) beats by $10M. Non-GAAP EPS of $4.06 beats by $0.21.

O | Q3 2025

Revenue of $1.47B (+10.5% Y/Y) beats by $120M. FFO of $1.07 in-line.

VICI | Q3 2025

Revenue of $1B (+3.7% Y/Y) in-line. FFO of $0.71 misses by $0.01.

WPC | Q3 2025

Revenue of $431.3M (+8.5% Y/Y) beats by $6.51M. FFO of $1.25 beats by $0.04.

ROL | Q3 2025

Revenue of $1B (+9.2% Y/Y) misses by $20M. Non-GAAP EPS of $0.35 beats by $0.02.

WSO | Q3 2025

Revenue of $2.07B (-4.2% Y/Y) misses by $70M. Non-GAAP EPS of $3.98 misses by $0.31.

KRC | Q3 2025

Revenue of $279.7M (-3.5% Y/Y) beats by $7.57M. FFO of $1.08 beats by $0.11.

V | Q4 2025

Revenue of $10.72B (+11.4% Y/Y) beats by $100M. Non-GAAP EPS of $2.98 beats by $0.01.

DEEP DIVES

Clear Secure (YOU)

Clear Secure, Inc. is an identity-verification company committed to making everyday experiences safer and more seamless, both digitally and physically.