DIMITRIOS VLACHAVAS
Fewer Earnings Calls, Good News for Companies, Mixed Bag for Value Investors Imagine companies swapping quarterly pressure for breathing room. Fewer results announcements would let managements spend more time on strategy, R&D and long-term execution, not hacking short-term beats every 90 days. What that means in practice: ✅ For companies: less distraction, more strategic thinking, and a healthier focus on sustainable profit growth. ❌ For markets: fewer headline-driven swings, stocks could become calmer overall. But calmer markets can mean fewer bargain moments. Those panic-driven dips after a missed quarter are often when you find the best asymmetric opportunities. Less volatility → fewer forced sellers → fewer deep discounts. Shifting to less frequent reports tilts the game toward long-term stewardship. Great for corporate health. Potentially frustrating for hunters of short-term mispricings. My approach? Double down on companies with durable cash flows and wait for genuine value, the opportunities will still appear, just less often. $SPX500 | $NSDQ100
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