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Charged Alpha Stock Encyclopedia

Colton Thomas
Nike, Inc.
Vinfast
Buckle
Jabil
Uranium Energy Corp
Chewy
Artificial Intelligence
Oracle Corporation
Core & Main
Navan
Designer Brands
Daktronics
Sunbelt Rentals
Worthington Enterprises
Chagee Holdings
Royal Bank Of Canada
Vail Resorts
SAIC
NGL Energy Partners
Kroger

⚑ Charged Alpha β€” The S&P 500 Stock Encyclopedia Data-driven deep dives into every stock in the S&P 500 after every earnings report. Each episode breaks down one company from open to close: what they do, how the numbers look, what Wall Street thinks, the bull case, the bear case. πŸ› οΈ Check out our free beginner-friendly screening tools for stocks, ETFs, options, crypto, bonds, REITs & more at http... more

PublishesDailyEpisodes1005Founded3 months ago
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BusinessInvesting

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Latest Episodes

Delta Air Lines (DAL) Q2 2026 β€” Delta posted record adjusted revenue of $17.7B (+14%) and beat with adjusted EPS of $1.56 β€” but EPS fell 26% YoY on the highest quarterly fuel bill in its history, it affirmed rather than raised full-year guidance, and... more

Nurix Therapeutics (NRIX) Q2 FY2026 β€” Nurix Therapeutics reported a fiscal Q2 net loss of $(0.81) per share on ~$9M of collaboration revenue β€” but the story is the June Roche partnership on its BTK degrader bexobrutideg ($700M upfront, up to $2.3B), ... more

WD-40 Company (WDFC) Q3 FY2026 β€” WD-40 grew fiscal Q3 sales 24% to $195M, delivered adjusted EPS of $2.33 (GAAP $2.24) that crushed the ~$1.58 estimate, raised full-year guidance and added a $100M buyback β€” sending the stock ~15% higher to a fresh al... more

Simply Good Foods (SMPL) Q3 FY2026 β€” Simply Good Foods (Quest, Atkins, OWYN) beat with adjusted EPS of $0.42 vs $0.35, but net sales fell 6% to $357M, an $82M impairment drove a GAAP loss of $(0.58), Atkins collapsed 24.6%, and full-year guidance imp... more

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Recent Guests

Chris Caldwell
CEO of Concentrix
Concentrix
Episode: CNXC Stock: 2x Earnings After A 22% Crash - Q2 FY2026
Wahid Nawabi
CEO of AeroVironment
AeroVironment
Episode: AVAV Stock: Record Quarter, Full-Year Loss - Q4 FY2026
Sandy Douglas
Chief Executive Officer of UNFI
United Natural Foods, Inc.
Episode: UNFI Stock: Profit Jumps 75% but Stock Drops 12% Q3 FY2026
Guo Fuyei
Founder and CEO of MINISO
MINISO
Episode: MNSO Stock: HOLD Call - Revenue +28% YoY But Margin Under Pressure Q1 2026

Hosts

Hudson Thomas
Host of Charged Alpha Stock Encyclopedia; focuses on stock analysis, earnings interpretation, and valuation, often presenting company-specific deep dives.
Lana Chen
Co-host on Charged Alpha Stock Encyclopedia; contributes company-specific insights and analysis alongside core hosts.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#53
Singapore/Business/Investing
Apple Podcasts
#125
Singapore/Business
Apple Podcasts
#226
South Africa/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

AVAV Stock: Record Quarter, Full-Year Loss - Q4 FY2026
Q: Lana, walk us through the print.
The quarter delivered record revenue driven by acquisitions, with organic growth still meaningful, while the full-year result showed a loss due to higher costs and one-time adjustments; the growth is real but skewed by bought growth, and profitability hinges on the integration and scaling of the diversified platform.
NGL Stock: +416% Off Lows β€” Water Solutions Drives Permian Growth Q4 FY2026
Q: What is the significance of the free cash flow performance for the year and the path to distributions?
Full-year free cash flow was strong (approximately $340 million), and the company highlighted progress on deleveraging and asset monetization as steps toward restoring distributions, though non-cash charges and leverage remain key risk factors until there is clearer visibility on recurring items.
NGL Stock: +416% Off Lows β€” Water Solutions Drives Permian Growth Q4 FY2026
Q: Walk me through what the Q4 print actually said in terms of EBITDA and cash flow.
Q4 EBITDA increased modestly year-over-year driven by Water Solutions and other segments, while revenue declined; the reported net loss was affected by significant non-cash charges including preferred redemption and impairment, but operating cash flow remained solid and free cash flow was positive, signaling translation from EBITDA to cash generation.

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Frequently Asked Questions About Charged Alpha Stock Encyclopedia

What is Charged Alpha Stock Encyclopedia about and what kind of topics does it cover?

This program delivers data-driven, earnings-focused stock analysis of large-cap names, with an emphasis on how profitability, margins, and cash flow drive valuation. Episodes routinely dissect quarterly results, competitive moats, and forward guidance, while comparing company metrics to peers and highlighting catalysts or risks that could move shares. A notable strength is the use of AI-assisted tooling to synthesize publicly available data into practical investment takeaways, including bull vs. bear theses, insider activity, and option flow signals. The show tends to attract listeners who actively analyze stocks, track earnings cycles, and seek concise, evidence-based narratives to inform buy/sell/hold decisions across the S&P 500 universe... more

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1. eMotors: Electric Revolution

How many episodes of Charged Alpha Stock Encyclopedia are there?

Charged Alpha Stock Encyclopedia launched 3 months ago and published 1005 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Charged Alpha Stock Encyclopedia?

Recent guests on Charged Alpha Stock Encyclopedia include:

1. Chris Caldwell
2. Wahid Nawabi
3. Sandy Douglas
4. Guo Fuyei

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