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Old Revenue Is New Again

Old Revenue Is New Again

Forensic, Research
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
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Energy: Putin Lights a Fire Under LNG Demand

Energy: Putin Lights a Fire Under LNG Demand

Fundamental, Video
The role the U.S. natural gas industry could have in supplying Europe...
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Scotts Has Commitment Issues

Scotts Has Commitment Issues

Forensic, Research
Scotts inventory risks may prevent them from Miracle-Growth...
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Unsustainable Revenue at a Merger Target

Unsustainable Revenue at a Merger Target

Forensic, Research
EPS accretion merger targets look unrealistic...
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More “Below the Line” Expenses and Cost Capitalization in FY20

More “Below the Line” Expenses and Cost Capitalization in FY20

Forensic, Research
ATO-FR operating margin and FCF lower than management claims...
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