Cameron Reyes — meet the analyst

The street upgraded this stock after it was already up forty percent. Called it a 'fundamental rerating.' [chuckles] Sure. I'm Cam Reyes. Equity research analyst, value investor, guy who reads the 10-K cover to cover. With a red pen. I care about one thing: the gap between what a business can actually earn and what the market is pricing it for. That gap is where everything interesting happens. Here you'll get real earnings breakdowns, actual valuation work, and honest cycle commentary. Because we are late in this thing. Discipline is about to matter again. Free cash flow doesn't lie. The price does.