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Posts by: Steve Birenberg

Perfect ABCs at Alphabet

Alphabet (GOOG/GOOGL) reported excellent 4Q20 results across the board in all segments and on all financial metrics.  Revenue, EPS, Operating income and profit margins each easily and materially beat Wall…

Is Bull Thesis Still Intact at IBM?

IBM reported disappointing 4Q20 earnings although there were positives that support Northlake’s investment thesis.  EPS exceeded expectations, but the upside was due to below-the-line or non-operating items.  The culprit in…