Explain It to Me Please
By Tim Baker
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Category: Investing
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Episodes: 156
Description
Breaking down business strategies and financial reports of companies I follow. Not financial advise, not investment advise, AI audio analysis from AI-generated financial reports looking at the latest financial reports from SEC filings, investor relations content, management comments, analyst reports and business and industry publications that are publicly available..
| Episode | Date |
|---|---|
|
260519 Daily Portfolio News (72 hours)
|
May 19, 2026 |
|
260516 Daily Portfolio News (last 72 hours)
|
May 16, 2026 |
|
2626Q1 BWX Technologies, Inc. (BWXT)
|
May 16, 2026 |
|
260515 Impact Review of the Tariffs and Trade Wars of the Trump Administration
|
May 16, 2026 |
|
2026Q3 AeroVironment, Inc. (AVAV)
|
May 14, 2026 |
|
2026Q1 Oklo, Inc. (OKLO)
|
May 14, 2026 |
|
2026Q1 AST SpaceMobile Inc. (ASTS)
|
May 14, 2026 |
|
2026Q3 Credo Technology Group Holding Ltd. (CRDO)
|
May 12, 2026 |
|
2026Q1 Cloudflare Inc. (NET)
|
May 12, 2026 |
|
2026Q1 IONQ, Inc. (IONQ
|
May 11, 2026 |
|
260509 Daily Portfolio News (72 Hours)
|
May 10, 2026 |
|
2026Q1 Rocket Lab USA, Inc. (RKLB)
|
May 09, 2026 |
|
2026Q3 IREN Limted (IREN)
|
May 08, 2026 |
|
2026Q1 Upstart Holdings, Inc. (UPST)
|
May 08, 2026 |
|
2026Q1 Energy Fuels Inc. (UUUU)
|
May 08, 2026 |
|
2026Q1 Albemarle Corporation (ALB)
|
May 07, 2026 |
|
2026Q1 Tempus AI (TEM)
|
May 07, 2026 |
|
260507 Global Economic Policy Changes to DeCouple from the US
|
May 07, 2026 |
|
2026Q1 Eli Lilly and Company (LLY)
|
May 07, 2026 |
|
2026Q1 Cameco Corporation (CCJ)
|
May 06, 2026 |
|
2026Q1 DigitalOcean Holdings Inc. (DOCN)
|
May 06, 2026 |
|
2026Q1 Texas Instruments Incorporated (TXN)
|
May 06, 2026 |
|
2026Q1 Palantir Technologies Inc. (PLTR)
|
May 05, 2026 |
|
260505 Daily Portfoli o News (48 Hours)
|
May 05, 2026 |
|
2026Q1 Berkshire Hathaway Inc. (BRK.A / BRK.B)
|
May 05, 2026 |
|
2026Q2 Teradyne Inc. (TER)
|
May 05, 2026 |
|
2026Q2 Lumentum Holdings Inc. (LITE)
|
May 04, 2026 |
|
2026Q2 Coherent Corp (COHR)
|
May 04, 2026 |
|
2026Q1 CBOE Global Markets, Inc. (CBOE)
|
May 03, 2026 |
|
2026Q3 Western Digital Corporation (WDC)
|
May 03, 2026 |
|
2026Q1 Meta Platforms Inc. (META)
|
May 03, 2026 |
|
2026Q1 Corning Incorporated (GLW)
|
May 02, 2026 |
|
260502 Daily Portfolio News (48 hours)
|
May 02, 2026 |
|
2626Q2 Apple Inc. (AAPL)
|
May 01, 2026 |
|
2026Q2 QUALCOMM Incorporated (QCOM)
|
May 01, 2026 |
|
2026Q1 Amazon.com Inc. (AMZN)
|
May 01, 2026 |
|
2026Q3 Microsoft Corporation (MSFT)
|
Apr 30, 2026 |
|
2026Q1 Alphabet Inc. (GOOGL)
|
Apr 30, 2026 |
|
2026Q1 SLB N.V. (SLB)
|
Apr 30, 2026 |
|
2026Q2 Visa Inc. (V)
|
Apr 30, 2026 |
|
2026Q1 Enphase Energy Inc. (ENPH) Report
|
Apr 29, 2026 |
|
2026Q1 Bloom Energy Corporation (BE)
|
Apr 29, 2026 |
|
2026Q1 International Business Machines Corporation (IBM)
|
Apr 28, 2026 |
|
2026Q1 CME Group Inc. (CME)
|
Apr 27, 2026 |
|
2026Q2 J.B. Hunt Transport Services Inc. (JBHT)
|
Apr 27, 2026 |
|
Strategic Asset Allocation During the 2026-2028 Stagflationary Cycle
|
Apr 27, 2026 |
|
260427 Daily Portfolio News (last 48 hours)
|
Apr 27, 2026 |
|
2026Q1 Halliburton Company (NYSE: HAL)
|
Apr 25, 2026 |
|
2026Q1 Baker Hughs Company (BKR)
|
Apr 25, 2026 |
|
2026Q1 Intel Corporation (INTC)
|
Apr 25, 2026 |
|
2026Q1 Newmont Corporation (NEM)
|
Apr 24, 2026 |
|
2026Q1 Tesla Inc. (TSLA)
|
Apr 24, 2026 |
|
2026Q1 Medpace Holdings Inc. (MEDP)
|
Apr 24, 2026 |
|
2026Q1 EQT Corporation (EQT)
|
Apr 23, 2026 |
|
2026Q1 GE Vernova Inc. (GEV)
|
Apr 23, 2026 |
|
2026Q1 The RTX Corporation (RTX)
|
Apr 23, 2026 |
|
2026Q1 Intuitive Surgical Inc. (ISRG)
|
Apr 22, 2026 |
|
26Q1 Taiwan Semiconductor Manufacturing Ltd (TSM)
|
Apr 17, 2026 |
|
260417 z Daily Portfolio News (last 48 hours)
|
Apr 17, 2026 |
|
260415 Daily Portfolio News (2 day catch up)
|
Apr 15, 2026 |
|
2026Q1 ASML Holding N.V. (ASML)
|
Apr 15, 2026 |
|
2026Q4 Ondas Holdings Inc. (ONDS)
|
Apr 15, 2026 |
|
2026Q3 Aehr Test Systems (AEHR)
|
Apr 10, 2026 |
|
260402 Daily Portfolio News
|
Apr 02, 2026 |
|
2025Q4 DigitalOcean Holdings Inc. (DOCN)
|
Apr 01, 2026 |
|
260330 Daily Portfolio News
|
Mar 30, 2026 |
|
2025Q4 Suncor Energy Inc. (SU) Report
|
Mar 30, 2026 |
|
2025Q4 Taiwan Semiconductor Manufacturing Company (TSM)
|
Mar 30, 2026 |
|
2026Q1 Symbotic Inc. (SYM)
|
Mar 30, 2026 |
|
2025Q4 Occidental Petroleum Corporation (OXY)
|
Mar 30, 2026 |
|
260328 Daily Portfolio News
|
Mar 28, 2026 |
|
2025Q4 3M Company (MMM)
|
Mar 27, 2026 |
|
2025Q4 PBF Energy Inc. (PBF)
|
Mar 27, 2026 |
|
2025Q4 Sunoco LP (SUN)
|
Mar 27, 2026 |
|
2026Q3 AeroVironment Inc. (AVAV)
|
Mar 26, 2026 |
|
2025Q4 Baker Hughes Company (BRK)
|
Mar 26, 2026 |
|
2026Q2 Microsoft Corporation (MSFT)
|
Mar 26, 2026 |
|
2025Q4 SLB N.V. (SLB)
|
Mar 25, 2026 |
|
2025Q4 Red Cat Holdings Inc. (RCAT)
|
Mar 25, 2026 |
|
2025Q4 Halliburton Company (HAL)
|
Mar 25, 2026 |
|
2026Q4 Snowflake Inc. (SNOW)
|
Mar 24, 2026 |
|
260324 Daily Portfolio Review
|
Mar 24, 2026 |
|
2025Q4 Meta Platforms Inc. (META)
|
Mar 24, 2026 |
|
2025Q4 Oklo Inc. (OKLO)
|
Mar 24, 2026 |
|
2026Q2 Micron Technology Inc. (MU)
|
Mar 20, 2026 |
|
2026Q2 Costco Wholesale Corporation (COST)
|
Mar 20, 2026 |
|
2025Q4 Intuitive Surgical, Inc. (ISRG)
|
Mar 19, 2026 |
|
2026Q4 Dell Technologies, Inc. (DELL)
|
Mar 18, 2026 |
|
2026Q1 Broadcom Inc. (AVGO)
|
Mar 12, 2026 |
|
2026Q4 Marvell Technology, Inc. (MRVL)
|
Mar 12, 2026 |
|
2025Q4 Dow Inc. (DOW)
|
Mar 12, 2026 |
|
2026Q3 Oracle Corporation (ORCL)
|
Mar 12, 2026 |
|
2026Q4 Crowdstrike Holdings, Inc. (CRWD)
|
Mar 10, 2026 |
|
2025Q4 International Paper (IP)
|
Mar 10, 2026 |
|
2025Q4 Rigetti Computing, Inc. (RGTI)
|
Mar 08, 2026 |
|
2025Q4 Enphase Energy Inc. (ENPH)
|
Mar 05, 2026 |
|
2025Q4 Cloudflare, Inc. (NET)
|
Mar 05, 2026 |
|
2025Q4 International Business Machines Corporation (IBM)
|
Mar 05, 2026 |
|
2025Q4 CoreWeave Inc. (CRWV)
|
Mar 04, 2026 |
|
2025Q4 AST SpaceMobile Inc (ASTS)
|
Mar 04, 2026 |
|
2026Q3 Medtronic PLC (MDT)
|
Mar 03, 2026 |
|
2025Q4 CME Group (CME)
|
Mar 03, 2026 |
|
2025Q4 D-Wave Quantum Inc. (QBTS)
|
Mar 02, 2026 |
|
2026Q2 Intuit Inc (INTU)
|
Mar 01, 2026 |
|
2025Q4 Energy Fuels, Inc. (UUUU)
|
Mar 01, 2026 |
|
2026Q2 IREN Limited (IREN)
|
Mar 01, 2026 |
|
2025Q4 Rocket Lab Corporation (RKLB)
|
Mar 01, 2026 |
|
2025Q4 Block, Inc. (XYZ)
|
Feb 28, 2026 |
|
2026Q4 NVIDIA Corporation (NVDA)
|
Feb 27, 2026 |
|
2025Q4 IONQ, Inc. (IONQ)
|
Feb 26, 2026 |
|
2025Q4 MercadoLibre, Inc. (MELI)
|
Feb 26, 2026 |
|
2026Q1 Intel Corporation (INTC)
|
Feb 26, 2026 |
|
2025Q4 Kratos Defense & Security Solutions (KTOS)
|
Feb 25, 2026 |
|
2025Q4 Tempus AI, Inc. (TEM)
|
Feb 25, 2026 |
|
2025Q4 Constellation Energy Corporation (CEG)
|
Feb 25, 2026 |
|
2025Q4 BWX Technologies, Inc. (BWXT)
|
Feb 24, 2026 |
|
2025Q4 ASML Holding N.V. (ASML)
|
Feb 24, 2026 |
|
2025Q4 Pfizer Inc. (PFE)
|
Feb 24, 2026 |
|
2025Q4 AbbVie Inc. (ABBV)
|
Feb 23, 2026 |
|
2025Q4 GE Vernova, Inc. (GEV)
|
Feb 23, 2026 |
|
2025Q4 Abbott Laboratories (ABT)
|
Feb 22, 2026 |
|
2025Q4 Colgate-Palmolive Company (CL)
|
Feb 22, 2026 |
|
2026Q1 Fluor Corporation (FLR)
|
Feb 22, 2026 |
|
2026Q2 Palo Alto Networks Inc. (PANW)
|
Feb 21, 2026 |
|
2025Q4 Newmont Corporation (NEM)
|
Feb 21, 2026 |
|
2025Q4 eBay Inc. (EBAY)
|
Feb 21, 2026 |
|
2025Q4 RTX Corporation (RTX)
|
Feb 20, 2026 |
|
2025Q4 Teradyne Inc. (TER)
|
Feb 20, 2026 |
|
2025Q4 EQT Corporation (EQT)
|
Feb 20, 2026 |
|
2026Q2 Procter and Gamble Company (PG)
|
Feb 19, 2026 |
|
2026Q3 Toyota Motor Corporation (TM)
|
Feb 19, 2026 |
|
2026Q2 Sandisk Corporation (SNDK)
|
Feb 19, 2026 |
|
2025Q4 Paypal Holdings Inc. (PYPL)
|
Feb 18, 2026 |
|
2025Q4 Applied Materials (AMAT)
|
Feb 18, 2026 |
|
2026Q2 Western Digital Corporation (WDC)
|
Feb 18, 2026 |
|
2026Q2 Cisco Systems Inc. (CSCO)
|
Feb 18, 2026 |
|
2025Q4 Boston Scientific Corporation (BSX)
|
Feb 18, 2026 |
|
2025Q4 Shopify Inc. (SHOP)
|
Feb 17, 2026 |
|
2025Q4 Palantir Technologies Inc. (PLTR)
|
Feb 17, 2026 |
|
2025Q4 Cameco Corporation (CCJ)
|
Feb 17, 2026 |
|
2025Q4 Mastercard Incorporated (MA)
|
Feb 15, 2026 |
|
2025Q4 Freeport-McMoRan Inc. (FCX)
|
Feb 15, 2026 |
|
2026Q2 AEHR Test Systems (AEHR)
|
Feb 14, 2026 |
|
2026Q1 Apple Inc. (AAPL)
|
Feb 14, 2026 |
|
2025Q4 Amazon.com Inc. (AMZN)
|
Feb 14, 2026 |
|
2025Q4 Alphabet Inc. (GOOGL)
|
Feb 14, 2026 |
|
2025Q4 Advanced Micro Devices, Inc. (AMD)
|
Feb 14, 2026 |
|
2025Q4 Medpace Holdings, Inc. (MEDP)
|
Feb 13, 2026 |
|
2025Q4 Unity Software Inc. (U)
|
Feb 13, 2026 |
|
2025Q4 Stryker Corporation (SYK)
|
Feb 13, 2026 |
|
2025Q4 Corning Incorporated (GLW)
|
Feb 13, 2026 |
|
2025Q4 Eli Lily and Lilly and Company (LLY)
|
Feb 13, 2026 |
|
2025Q4 Bristol-Myers Squibb Company (BMY)
|
Feb 13, 2026 |
|
2025Q4 Crispr Theraputics AG (CRSP)
|
Feb 13, 2026 |
|
2025Q4 Albemarle Corporation (ALB)
|
Feb 13, 2026 |
|
2025Q4 Bloom Energy Corp (BE)
|
Feb 13, 2026 |