Archive
Welcome to the archive. You can browse the full archive of Recursive Gains articles by month.
Q4 2020
- AMRT Q4 2020 After Three Silent Quarters, the Filed Books Finally Mention Covid-19 - and Shrug It OffFeb 03
- BIRD Q4 2020 Blue Bird's First Annual Loss Since Its IPO - So Why Did the Stock Rally 51% in Q4?Dec 31
Q3 2020
- SOFI Q3 2020 Before There Was a Merger Target, There Was Already a 20% PromoteNov 20
- SE Q3 2020 Group Adjusted EBITDA Hit $120 Million. So Did the Adjusted-Revenue Metric That Used to Track ItNov 17
- MELI Q3 2020 Revenue Doubled in the Pandemic - So Why Are Internal Controls Still Broken?Nov 16
- BBRI Q3 2020 A Record Rp9.5 Trillion Was Provisioned in Q3 - So Why Did Coverage Keep Falling?Nov 05
- BFIN Q3 2020 Is Bad Debt Actually Falling, or Just Being Restructured Out of View?Nov 04
- AMRT Q3 2020 Why Did Profit Keep Falling After the Growth Engine Recovered?Nov 03
- BBCA Q3 2020 Is the Earnings Rebound Real, or Did the Restructuring Guidance Just Get Smaller?Nov 01
- BIRD Q3 2020 Q3 2020 Net Revenue Rebounded 51% as PSBB Eased - So Why Did Headcount Keep Falling Faster Than Ever?Sep 30
Q2 2020
- DHER Q2 2020 Orders Doubled in a Pandemic. So Did the Losses. Where's the €3.25 Billion Going?Sep 15
- BBCA Q2 2020 Why Did Net Profit Fall Even as Restructuring Stayed 'Current'?Aug 31
- MELI Q2 2020 Every Segment Got More Profitable During Lockdown - Even Mexico, for the First Time EverAug 24
- SE Q2 2020 Sea Turned Adjusted EBITDA Positive for the First Time. The Stock Got There FirstAug 18
- BBRI Q2 2020 Did the Capital 'Recovery' Just Mean Easing Off on Provisioning?Aug 14
- BFIN Q2 2020 Why Did Profit Halve While the Cash Pile Nearly Doubled?Aug 05
- AMRT Q2 2020 Why Did the Fastest-Growing Region Suddenly Stop Growing?Aug 04
- BIRD Q2 2020 Net Revenue Fell 71.6% Once Jakarta's Lockdown Actually Hit - and Management Finally Cut Its Own PayJun 30