Inve Blog · Topic
Concalls
9 articles on concalls.
Buying US Stocks from Australia: What You Keep
An A$20,000 worked example: 15% US withholding, FITO, FX fees, the 2027 CGT change and the estate tax treaty, plus what US firms said about Australia.
Buying US Stocks from Canada: What You Actually Keep
A C$100,000 worked example: RRSP vs TFSA withholding, 1.5% FX vs Norbert's gambit, CAD/USD 2021–26, and what US companies said about Canada on calls.
Buying US Stocks from India: What You Actually Keep
A ₹12 lakh worked example: 20% TCS, 25% US dividend withholding, FX spreads, 12.5% LTCG, INR/USD 2016–26, and what US firms said about India.
Buying US Stocks From the UK: ISA, SIPP, Tax, FX
A £20,000 worked example, Jan 2025 to Sep 2026: ISA vs SIPP withholding, FX charges, 2026-27 UK tax, GBP/USD, and what US firms said about Britain.
AI Investing Workflows for Earnings Call Research
What actually breaks when you point an LLM at earnings calls: wrong-company transcripts, missing quarters read as evasion, and the workflow that survives.
Earnings Surprise: Why a Beat Tells You Little
Earnings surprise analysis, reframed: companies clear their own EPS guidance 19 times in 20, so compare actuals to the original guide, not the moved one.
How to Read an Earnings Call Transcript
A beginner's guide to reading an earnings call transcript, from 6,100 parsed US calls: what one call gives you, and what only four side by side will.
Sector Earnings Trends: How to Read Results Season
Read sector earnings trends from the calls, not the aggregate: build a cohort, track one shared metric, and split business change from assumption.
How to Track Management Guidance Across Quarters
Track management guidance across quarters: a six-column ledger, the four fates of a commitment, and which guided metrics never get scored at all.
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