American Airlines Group Inc.

Abbott Laboratories

Akamai Technologies Inc

BP p.l.c.

Salesforce, Inc.

Dollar General Corp.

Alphabet Inc. Class A Common Stock

Goldman Sachs Group Inc.

IAA Inc

Intuit Inc

MOELIS & COMPANY

Micron Technology, Inc.

Invesco Semiconductors ETF

SVB Financial Group

S&P Global Inc.

STARWOOD PROPERTY TRUST, INC.

Under Armour, Inc.

Urban Outfitters Inc

Wayfair Inc.

Walmart Inc.

Companies covered include: [$AAL](https://twitter.com/search?q=%24AAL&src=cashtag_click) [$ABT](https://twitter.com/search?q=%24ABT&src=cashtag_click) [$AKAM](https://twitter.com/search?q=%24AKAM&src=cashtag_click) [$BP](https://twitter.com/search?q=%24BP&src=cashtag_click) [$CRM](https://twitter.com/search?q=%24CRM&src=cashtag_click) [$DG](https://twitter.com/search?q=%24DG&src=cashtag_click) [$GOOGL](https://twitter.com/search?q=%24GOOGL&src=cashtag_click) [$GS](https://twitter.com/search?q=%24GS&src=cashtag_click) [$IAA](https://twitter.com/search?q=%24IAA&src=cashtag_click) [$INTU](https://twitter.com/search?q=%24INTU&src=cashtag_click) [$MC](https://twitter.com/search?q=%24MC&src=cashtag_click) [$MU](https://twitter.com/search?q=%24MU&src=cashtag_click) [$PSI](https://twitter.com/search?q=%24PSI&src=cashtag_click) [$SIVB](https://twitter.com/search?q=%24SIVB&src=cashtag_click) [$SPGI](https://twitter.com/search?q=%24SPGI&src=cashtag_click) [$STWD](https://twitter.com/search?q=%24STWD&src=cashtag_click) [$UAA](https://twitter.com/search?q=%24UAA&src=cashtag_click) [$URBN](https://twitter.com/search?q=%24URBN&src=cashtag_click) [$W](https://twitter.com/search?q=%24W&src=cashtag_click) [$WMT](https://twitter.com/search?q=%24WMT&src=cashtag_click)

[https://thetranscript.substack.com/p/09-06-2022-the-transcript-q2-2022-letter](https://thetranscript.substack.com/p/09-06-2022-the-transcript-q2-2022-letter)

Not a paid member yet, so only got the macro portion, but that was a great little read, thanks!

Reasonable Yield

What we learned from the Q2 2022 earnings calls

https://thetranscript.substack.com/p/09-06-2022-the-transcript-q2-2022-letter

The Transcript Q2 2022 Letter

https://twitter.com/search?q=%24AAL&src=cashtag_click

https://twitter.com/search?q=%24ABT&src=cashtag_click

https://twitter.com/search?q=%24AKAM&src=cashtag_click

https://twitter.com/search?q=%24BP&src=cashtag_click

https://twitter.com/search?q=%24CRM&src=cashtag_click

https://twitter.com/search?q=%24DG&src=cashtag_click

https://twitter.com/search?q=%24GOOGL&src=cashtag_click

https://twitter.com/search?q=%24GS&src=cashtag_click

https://twitter.com/search?q=%24IAA&src=cashtag_click

https://twitter.com/search?q=%24INTU&src=cashtag_click

https://twitter.com/search?q=%24MC&src=cashtag_click

https://twitter.com/search?q=%24MU&src=cashtag_click

https://twitter.com/search?q=%24PSI&src=cashtag_click

https://twitter.com/search?q=%24SIVB&src=cashtag_click

https://twitter.com/search?q=%24SPGI&src=cashtag_click

https://twitter.com/search?q=%24STWD&src=cashtag_click

https://twitter.com/search?q=%24UAA&src=cashtag_click

https://twitter.com/search?q=%24URBN&src=cashtag_click

https://twitter.com/search?q=%24W&src=cashtag_click

https://twitter.com/search?q=%24WMT&src=cashtag_click

Here is what we learned from all the Q2 2022 earnings transcripts that we read.

This member is verified by the Commonstock team based on their contributions to the Commonstock community. 