Blue Pacific
Contributor since: 2014
Latest Articles
General Motors Driving Towards The Edge, W/Blue Pacific And Phoebe Wall Howard (Podcast)
General Motors: Missed Guidance, Cash Flow Deterioration, Unusual Items & Increasing Competition Require Heightened Due Diligence
Tariffs: Analyzing Pros And Cons
Balance Sheet Analysis: Deere Is Loaning Money To Itself To Buy Tractors That It Manufactures, Helping To Sustain High GAAP Earnings
Lindsay Corporation - Estimating Mid-Cycle Earnings For A Cyclical Business
Is Deere's Current High ROIC Business Model Sustainable For The Long Term?
Deere & Co. - Higher Financings And Sales To Deere Finance Boost Revenue And Margins
Monsanto: Checking In On The Short Thesis
LeapFrog Enterprises: A Discussion Of The Brand's Potential Value
Contributor Call: Short Monsanto, Says BluePac's Chris Sommers
Contributor Call: Short John Deere, Says BluePac's Chris Sommers
Monsanto: Engineering EPS Growth
Wanna Bet The Farm?
Deere & Co: A Cyclical Company
Billabong And Quiksilver - 2 Similar Financial Paths, 2 Different Strategic Paths
CF Industries Holdings - Is The Era Of High Margins Ending?