Skip to content
Fundamentalis

Fundamentalis

Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal

October 26, 2025 Brian Gilmartin Leave a comment

There seems to be some nervousness and a little worry over Amazon as it prepares to report it’s Q3 ’25…

Continue Reading →

Posted in: Amazon, WMT

Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

October 21, 2025 Brian Gilmartin Leave a comment

Running the estimates and updating the spreadsheet last night after last week’s Q3 ’25 financial results for Charles Schwab (SCHW),…

Continue Reading →

Posted in: SCHW

Netflix Earnings Preview: Expectations Rather “Meh” Pre-Earnings – Likely a Good Thing

October 20, 2025 Brian Gilmartin Leave a comment

Reading some of the sell-side notes coming into Netflix’s (NFLX) Q3 ’25 earnings release on Tuesday night, October 21, ’25…

Continue Reading →

Posted in: Netflix

3rd Year in a Row of Double-Digit SP 500 Returns

October 19, 2025 Brian Gilmartin Leave a comment

With 10 weeks left in the 2025 calendar year, the SP 500 (total return) has returned +14.47% YTD, which places…

Continue Reading →

Posted in: SP 500 annual return

SP 500 Earnings: Financial Sector Earnings Push Forward Estimates Higher

October 18, 2025 Brian Gilmartin Leave a comment

Despite the worries over the regional bank credit situation this week, it didn’t seem to impact the forward estimates for…

Continue Reading →

Posted in: Weekly Earnings Update

Post navigation

Page 8 of 337
← Previous 1 … 7 8 9 … 337 Next →

Fundamentalis

  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data
  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference
  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis