Archive
Welcome to the archive. You can browse the full archive of Recursive Gains articles by month.
Q4 2017
- MELI Q4 2017 One Month of Venezuela Just Erased 90% of a Full Year's ProfitMar 20
- BFIN Q4 2017 Did Operating Cash Flow Really Get Worse in 2017, or Just Get Reclassified?Mar 12
- SE Q4 2017 Why Did Sea's Loss Triple the Same Quarter It Went Public?Feb 27
- AMRT Q4 2017 Why Did Operating Income Fall 18% in the Year Revenue Grew Almost 10%?Feb 05
- BBRI Q4 2017 The Loan Category That 'Recovered' in Q1 Just Became the Worst OneFeb 05
- BBCA Q4 2017 Net Profit Grew 13% - But Only Because Loan-Loss Provisions Shrank 42%Jan 25
Q3 2017
- MELI Q3 2017 Revenue Is Up 61%, So Why Did Operating Margin Fall by Two-Thirds?Nov 24
- SE Q3 2017 73% Growth on the Cover, 4% in the GAAP LineNov 22
- BIRD Q3 2017 Did the Go-Jek Rally Just Run Out of Road?Nov 03
- BFIN Q3 2017 Is It Growing Faster Than It Can Fund Itself?Nov 02
- BBCA Q3 2017 The Early-Warning Loan Bucket Just Shrank 28% - So Why Isn't That Good News?Oct 30
- BBRI Q3 2017 The Presentation Deck Answered What the Filing Wouldn'tOct 30
Q2 2017
- MELI Q2 2017 Mexico's Direct Contribution Just Went to Negative 112% - Is This a Segment or a Sinkhole?Aug 18
- BBRI Q2 2017 The Best Turnaround Story in the Loan Book Just Lost Its Only Data SourceAug 08
- BIRD Q2 2017 Go-Jek Went Live Five Months Ago. The Numbers Still Don't Show It.Aug 05
- AMRT Q2 2017 Why Did Consolidated Profit Halve While the Headline Number Fell Only 16%?Aug 04
- DHER Q2 2017 A Record Growth Half-Year, With a Net Loss That Grew Even FasterAug 04
- BFIN Q2 2017 Why Did Profit Jump 55% While Cash Flow Went Deeply Negative?Aug 03
- BBCA Q2 2017 When Does a Bad-Loan Wobble Stop Being a One-Quarter Story?Jul 30