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The Transcript

At The Transcript, we read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly

thetranscript.substack.comSource feed ↗10 episodes

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Memory Wars

“It is like a war, with everybody competing for memory chips.”

Catalyst Watch

Steady as She Goes

Steady as She Goes

The market and U.S. economy continue to display a remarkable degree of resilience

Catalyst Watch

Reaction Functions

Reaction Functions

Markets are trying to understand the Fed Chair's reaction function

Catalyst Watch

Freely Flowing Cash

Freely Flowing Cash

Alphabet’s FCF turned negative for the first time ever

Catalyst Watch

As Good As It Gets

As Good As It Gets

We just don’t know how long it’s going to last

Catalyst Watch

Stealing Alpha