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    Value Investing best earnings transcripts to read to get a general sense of the economy?

    Value Investing best earnings transcripts to read to get a general sense of the economy?


    best earnings transcripts to read to get a general sense of the economy?

    Posted: 27 Oct 2018 09:36 PM PDT

    What'd you guys think?

    - Fedex/UPS

    - Caterpillar

    - Schlumberger/Halliburton

    - JP Morgan

    What else?

    Any thoughts? Is this even a good idea? Or to rephrase, would going through earnings transcripts for big bellwethers even be a good exercise for getting a feel for where the economy is headed?

    submitted by /u/WalterBoudreaux
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    Tweedy, Browne Funds 3Q18 Commentary

    Posted: 27 Oct 2018 12:17 PM PDT

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