Zion Research Group
@ZRGResearch
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We do accounting and tax research. In our free time, we're all about the pizza research https://t.co/kXl34KbK13
Joined January 2017
"Shareholders in the tech companies are struggling to adequately gauge the risk of the AI investments. That's in part because companies disclose very little about their experience using chips, said Ravi Gomatam, co-founder of Zion Research Group..." https://t.co/bKGEdzX7Gi
wsj.com
Spending on chips is generally lumped together with data-center building costs on corporate balance sheets, even as the lifespan for chips can be much shorter.
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You better watch out, you better not 😭 (even if a name you own shows up on our list), better not pout, I'm telling you why, the ZRG Watch(out)list (and its underperformance) is coming to town. It has a lucky 13 names with 🚩 we are keeping an 👁️ on.
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Scrambling to find that last-minute gift? Looking for a conversation starter around the holiday table (or ender for that crazy uncle of yours)? Try some #accounting research, like our latest piece Supply Chain Finance: Greasing Corporate Cash Flow https://t.co/llN7abgb7M
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Looking for a more neutral take on the @nvidia accounting debate? Check out our latest piece, where we examine NVDA's response & @michaeljburry claim that focused on stock-based comp and buybacks. https://t.co/oNvf6K9fod
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Excited about underperformance? We are! As the stock market keeps hitting new highs the ZRG Watch(out)list continues to underperform 👍, that's a good thing for a list of names we're concerned about. Check out the latest edition, a lucky 13 names with🚩 we are keeping an 👁️ on.
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"More cash in the company's pocket. Less cash in Uncle Sam's pocket. That in theory should be good for investors," said David Zion, founder of @ZRGResearch and a longtime 👴accounting and tax analyst. https://t.co/czpscmwgfk
wsj.com
Investors are watching boosts to free cash flow as estimates of tax savings trickle out.
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To get ready for tonight's @nyknicks game watch Patrick Ewing's putback dunk in '94 (I was there, in the last row) and check out the latest ZRG Watch(out)list, 13 names with🚩we are keepin' an 👀on https://t.co/qhqSTlV8b0
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Yesterday, on National Dance Like a 🐔Day, @WaysandMeansGOP advanced the biggest #tax bill ever! Lots of stuff in it: repeal excise tax on indoor tanning (wonder why?), plus corporate tax proposals like upfront expensing of R&D, the 2nd topic in our big, beautiful series.
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The useful life of @Meta #AI servers went 🆙, Ravi Gomatam of ZRG says: "While there may be legitimate reasons to extend the server life based on their actual experience, it also decreases the depreciation in the short run and improves the bottom line" https://t.co/IsqcR0bwks
bloomberg.com
Meta Platforms Inc. made a small change last month that’s likely to increase the company’s profit by billions of dollars this year.
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Commenting on Strategy's (the company formerly known as @MicroStrategy) exposure to the 15% corporate AMT, Dave Zion said "unless they get some relief from the US Treasury, they could be looking at a pretty nasty #tax bill" #Bitcoin
https://t.co/q6LISvuaq1
bloomberg.com
Michael Saylor’s Strategy, the new name announced earlier today for MicroStrategy Inc., had a fourth consecutive quarterly loss as the company registered a $1 billion impairment charge against its...
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Is the combo of peak earnings season, drawing 2-5 in your @SuperBowl box pool and knowing only one #GRAMMY nominated song of the year making you feel a bit stressed? Our suggestion, enjoy a warm bowl of soup with the latest Red Flag Theme, The Impairments Are Coming!(?)
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Ravi Gomatam of Zion Research Group, emphasized that "modeling future depreciation at big tech companies was highly complex" https://t.co/1ehzdt9Wt7
ft.com
And more on big tech capex
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"How much are you willing to pay for a Rule of 40 company that is primarily there because of how they've decided to finance their employees' compensation?" https://t.co/leElFlfhbp
wsj.com
Software companies are touting something called the “Rule of 40,” but some are more flash than substance.
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How some companies use KPIs is best expressed by our favorite rap duo Eric B. & Rakim: "You like to exaggerate, dream and imaginate...Then change the rhyme around, that can aggravate me." We're keepin' an eye on KPIs in our new piece, The Rule of 40 Recast.
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New York area sports was in eclipse during yesterday's sports equinox. Here's to hoping our latest Red Flag Theme, Too Good to Be True is not some type of bad omen (especially for the Yankees) 😱
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"Not too many new employees get defined-benefit pensions these days," says David Zion research analyst at Zion Research Group. That is because they are just too expensive. https://t.co/Ie5XFD4VxE
barrons.com
Boeing froze its pension plan a decade ago and most private-sector workers don’t have them. They are just too expensive.
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We released the first ZRG Watch(out)list four years ago tomorrow...one name from that list stands out, Tupperware, as it recently filed for bankruptcy. Our suggestion...watch the Watch(out)list. https://t.co/p81v7MyJ9T
wsj.com
The homeware brand synonymous with cold leftovers has faced declining sales and aims to sell itself out of chapter 11.
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