The goal of the Transcript is to tell the story of the economy entirely using quotes from business leaders. We read dozens of earnings call transcripts each week and take note of interesting and important quotes from management about the economy and industry trends. The best and most important quotes are compiled in The Transcript, our weekly newsletter.
The Transcript is published by Avondale Asset Management and was launched in 2013 as the Avondale Asset Management Weekly Newsletter. Scott Krisiloff is the founder of Avondale Asset Management and editor of The Transcript. Erick Mokaya is the lead author and managing director of the Transcript. The blog used to be featured on the CFA Institute’s Enterprising Investor blog as The C-Suite Speak.
Earnings call transcripts are central to our investment process. We believe that earnings calls are a rich repository of market-moving data about public companies. We mine transcripts for valuable insights and share those insights with our readers.
The weekly newsletter is our main communication tool with our subscribers so subscribe here.
Scott Krisiloff, CFA (On Twitter: @skrisiloff)