4min chapter

The Compound and Friends cover image

Belski the Bull

The Compound and Friends

CHAPTER

Are You Lowering Your Guidance?

37 S&P 500 companies have issued negative guidance, only six have issued positive guidance. 100% of materials, real estate, consumer staples, discretionary services, industrial,. I'm sorry, not industrials They've all been negative guidance for Q1. Do you think that companies are using this as an opportunity to why wouldn't they lower guidance so that they could step over it in the next quarter? Or like, are they sandbag? They sandbag. They sandbag it's out of a bitch. What that guy said, sandbag. Okay, but so revisions are bad, but so is guidance. So what changed though in 2020-2021, we just wanted society

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode