Archive
Welcome to the archive. You can browse the full archive of Recursive Gains articles by month.
Q1 2017
- BBRI Q1 2017 The Loan Book That Worsened for Five Straight Quarters Just Got Dramatically BetterMay 18
- BBCA Q1 2017 Did the Bad-Loan Improvement Even Last One Quarter?May 10
- BABA Q1 2017 Net Income Fell 39% the Year Revenue Grew 56%May 10
- BIRD Q1 2017 Why Did the Stock Rally 29% While the Business Kept Shrinking?May 08
Q4 2016
- BIRD Q4 2016 The One Growing Segment Just Stopped GrowingMar 17
- MELI Q4 2016 The Stock Is Already Above Its Own Anti-Dilution Ceiling - Does the Full-Year Number Justify It?Mar 08
- BFIN Q4 2016 Did a Write-Off Policy Change Just Erase Two Quarters of Rising Bad Debt?Mar 06
- BBRI Q4 2016 Full-Year Profit Grew Just 3%. Its Riskiest Loan Segment's Bad Debt Just Hit a Five-Quarter High.Feb 10
- DMART Q4 2016 A 31% Profit Jump, and Still No Stock to BuyFeb 06
- AMRT Q4 2016 Why Did Free Cash Flow Turn Negative in the Year Net Income Jumped 33%?Feb 03
- BBCA Q4 2016 Did a Tax Amnesty Just Buy a Bad-Debt Problem More Time?Jan 25
Q3 2016
- MELI Q3 2016 The Stock Doubled From January's Low - Does the Bull Case Still Clear It?Nov 20
- BFIN Q3 2016 Is the "Safer" Half of a Multifinance Company's Loan Book Quietly Getting Riskier?Nov 07
- BBRI Q3 2016 Its Core Capital Ratio Jumped 2.3 Points in One Quarter. Total Capital Barely Moved.Nov 04
- DMART Q3 2016 Revenue Grew. So Why Did Every Profit Line Shrink?Nov 03
- BIRD Q3 2016 The Decline Slowed Down. The Stock Fell 27% Anyway.Nov 03
- BBCA Q3 2016 Four Straight Quarters of Rising Bad Debt, and the Stock Just Hit a Two-Year HighOct 26