Mark Bern is an established Seeking Alpha contributor who wrote a series of articles titled "Earnings Heading in the Wrong Direction."
I've had Mark on the show before and wanted to catch up with to learn more about his thesis.
Essentially, Mark has been looking beyond what companies are reporting to find actual GAAP numbers, then comparing them year-over-year to see what the real trends are.
A few highlights:
Companies mentioned: Alcoa (AA), Trinity Industries (TRN), Apple (AAPL), BP (BP), Amgen (AMGN), Boeing (BA), Comcast (CMCSA), and AbbVie (ABBV)
I hope you enjoy the interview.
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