ABOUT THIS EPISODE
Earnings season - that time of the year when public companies report their half year or full year financial results. We're about halfway through the season at the moment and we've seen some very noteworthy reports so far.
The most important thing to keep in mind when companies report - don't get too caught up in the expectations game. Analysts will have expectations and the share price will move based on how the company performs relative to these expectations. At Equity Mates what we focus on is asking ' does the company's recent report confirm my investment thesis?'. If your investment thesis still holds, then missing an analyst's expected number this reporting season isn't going to make a difference in the long-term.
So in this episode we talk about 10 companies that caught our attention and unpack what their recent reports tell us about their businesses moving forward.
In this episode we discuss:
- Baby Bunting (ASX: BBN)
- News Corp (ASX: NWS)
- Breville Group (ASX: BRG)
- oOh!Media (ASX: OML)
- CSL Limited (ASX: CSL)
- JB Hi-Fi (ASX: JBH)
- Ansell (ASX: ANN)
- ASX (ASX: ASX)
- Invocare (ASX: IVC)
- Walt Disney Co (NYSE: DIS)
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