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The Till
Sling Shot Earnings
Portfolio Design

Sling Shot Earnings

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Mark Phillips
Oct 15, 2024
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The Till
The Till
Sling Shot Earnings
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It’s once again the season. Four times a year we get a concentrated dollop of variance in single name equities. Earnings time brings all the volume to the screens, and has traders guessing about first, second, and third order implications.

If the price of a company’s stock is the current discounted value of its future cash flows, there is no more signifi…

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