Earnings360 Newsletter for 7/11/2024

Earnings360 Newsletter for 7/11/2024
PepsiCo, Honeywell International, Delta Air Lines & more: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The oil check Munger called his best deal (ad)
Charlie Munger’s favorite $1,000 investment
Charlie Munger's $1,000 oil investment in 1962 later paid about $70,000 a year, totaling roughly $1 million over 60 years, according to his own account.

Today, a similar oil income opportunity trades under $15 per unit, offering exposure to more than 17 million gross acres across 28 states and over 137,000 producing wells. It has paid a distribution every quarter since its 2017 IPO, including through the 2020 oil crash.
 
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Top Earnings News
Greenbrier Companies Stock Enters Buy Zone – Opportunity Knocks

Thursday, July 11 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
CAG Conagra Brands$13.43$0.57$0.61$0.04$2.93 billion$2.91 billion-2.3%→
DAL Delta Air Lines$80.65$2.37$2.36($0.01)$15.45 billion$15.41 billion5.4%→
DNBBY DNB Bank ASA$31.62$0.57$0.64$0.07$1.87 billion$2.01 billion→
NRIX Nurix Therapeutics$23.06($0.63)($0.71)($0.08)$19.35 million$12.09 million→
PEP PepsiCo$126.05$2.16$2.28$0.12$22.59 billion$22.50 billion.8%→
SVNDY Seven and I$12.47 - $0.09 - - $17.86 billion→
VIST Vista Energy$67.34$1.40$0.74($0.66)$397.46 million$396.72 million→
The 14-Word Loophole That Could Keep Trump in Power Until 2033 (ad)
The 14-Word Loophole That Could Keep Trump in Power Until 2033
A former U.S. Presidential Advisor claims there is a clear path to the presidency in 2028, built around a 14-word loophole buried in the Constitution.

Rickards recently walked through the full scenario, and the conversation was recorded for a limited time.
 
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Wednesday, July 10 Yesterday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
AZZ AZZ$137.19$1.30$1.46$0.16$403.25 million$413.21 million5.7%→
HON Honeywell International$208.51 - $2.15 - - $8.86 billion→
MANU Manchester United$20.62 - ($0.31) - - $173.36 million→
PSMT PriceSmart$166.79$1.01$1.08$0.07$1.21 billion$1.23 billion12.1%→
WDFC WD-40$201.07$1.39$1.46$0.07$145.80 million$155.05 million9.4%→

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