Kimco Realty

Earnings calls move the quarter. Analyst days move the multi-year thesis. Here's a framework for telling them apart — and weighting them correctly.

Executive comp structure is the clearest signal of what a board actually wants management to do. Here's a framework for decoding proxies and spotting strategic intent.

Revenue recognition changes rarely show up in headlines — they hide in the footnotes. Here's a framework for finding them and reading what they actually signal.

A lower effective tax rate can add pennies to EPS without the business doing anything new. Here's how to strip it out and find the real run-rate.

A practical guide to extracting the signal from quarterly earnings results — the same framework institutional analysts use, minus the jargon.