IMMEDIATE CALL POSTMORTEMS

The first take, while it still matters.

After earnings, most sell-side research takes a day or more to publish, and much of it repeats the press release. An Immediate Call Postmortem is our unfiltered first read: posted on X within minutes of the call ending, then archived here and on Substack. It’s free, it’s short, and it focuses on what actually changed. We only write one when a call gives us something worth saying, and a much more thoughtful Upon Further Review report tends to follow within 3–5 business days.

Why speed matters: read Confessions of a Sell-Side Analyst →

Matthew McClintock Matthew McClintock

Amer Sports 1Q26 Immediate Call Postmortem

Best quarterly growth rate as a public company. Must admit, was expecting law of large numbers to eventually start catching up to them at some point but seems the opposite is occurring.

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Matthew McClintock Matthew McClintock

Amer Sports 4Q25 Immediate Call Postmortem

Women's and footwear up roughly 40% or more. They had strong double-digit growth in Veilance – I certainly hope so given Arc’teryx store count is up approximately 30%.

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