Orca Fin

October 2024

Moving to Beehiv

Oct 29, 2024 • 

OrcaFin

ULTA - The Unbeautiful

ULTA Beauty continues to falter.

Oct 8, 2024 • 

OrcaFin

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2

Intuit - A Tale of Two Seasons

Intuit's Seasonality and Legal Issues.

Oct 4, 2024 • 

OrcaFin

1

September 2024

Snowflake's Winter

What is behind Snowflake's recent capital raise?

Sep 24, 2024 • 

OrcaFin

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4

Clipped Wings?

Is Wingstop capitalizing technology expenses incorrectly?

Sep 22, 2024 • 

OrcaFin

2

Estée Lauder - Is All Good?

A look at EL. Is a recovery in the cards?

Sep 14, 2024 • 

OrcaFin

2

Combined Ratio

An awesome insurance company.

Sep 11, 2024 • 

OrcaFin

2

August 2024

TOL Toiling Along

A look at Toll Brothers' disclosures and commentary.

Aug 25, 2024 • 

OrcaFin

Truist Being True?

A look at TFC's recent jugglery.

Aug 10, 2024 • 

OrcaFin

1

July 2024

Meta's Comeback Story

An accounting discourse about Meta's restructuring.

Jul 26, 2024 • 

OrcaFin

Acquisition Games

A look at how companies use acquisitions to boost earnings using Broadcom as a case study.

Jul 12, 2024 • 

OrcaFin

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