Jeff Lewis
- Indexed articles, last 90 days
- 527
- Latest publication
- Sep 29, 2026
- Outlet visibility, for insidermonkey.com
- Top 1M sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Uber (UBER) Has a Growing Insurance Bill. Is Cash Flow Keeping Up? (opens the original)
Read excerpt
Uber Technologies, Inc. (NYSE:UBER) is generating more operating cash while carrying a larger insurance obligation. Results released August 5 showed $13.286 billion of short-term and long-term insurance reserves as of June 30, 2026, up from $12.463 billion as of December 31, 2025. These reserves estimate unpaid claims and settlement costs, including losses incurred but not yet reported. They are liabilities, separate from cash available to spend. First-half operating cash flow reached $5.213 bil
Walmart (WMT) Delivers Forgotten Groceries Fast. Can Small Orders Make Money? (opens the original)
Read excerpt
Walmart Inc. (NASDAQ:WMT) reported roughly 40% growth in U.S. store-fulfilled delivery in its fiscal second-quarter results released August 20. Demand for convenience is growing. For investors, the question is whether delivery fees and merchandise profit cover picking and delivery costs when shoppers buy only a few items. In a May 28 announcement, Walmart Inc. outlined delivery in 30 minutes or less across 33 U.S. markets, with a $10 fee for Walmart+ members. The service targets immediate needs,
Intuit (INTU) Knows Its Customersâ Books. Should it also be their Lender? (opens the original)
Read excerpt
Intuit Inc. (NASDAQ:INTU) purchased $6.2 billion of unsecured small-business and mid-market loans from its originating bank partner in fiscal 2026, up from $3.5 billion a year earlier. That represents approximately 77% growth. Yet business loans held for investment, after credit-loss allowances, remained approximately $1.5 billion as of July 31 in both years. The figures frame the investment question: can financing deepen QuickBooks relationships while keeping retained credit exposure under cont
Boeing (BA) Is Generating Cash Again. How Much Comes From Future Deliveries? (opens the original)
Read excerpt
The Boeing Company (NYSE:BA) generated $1.185 billion in operating cash during the first half of 2026, compared with a $1.389 billion outflow a year earlier. The recovery is encouraging, but customer funding plays a substantial role in the improvement. Changes in advances and progress billings contributed $4.660 billion, while inventory absorbed $3.859 billion. The advances figure is a net cash-flow adjustment covering commercial-airplane advances and defense progress billings. The investment te
Disney (DIS) Pays for the Playoffs. What Happens When Series End Early? (opens the original)
Read excerpt
The Walt Disney Company (NYSE:DIS) reported fiscal third-quarter 2026 Sports revenue of $4.5 billion, up 4%, while segment operating income fell 17% to $858 million. Management attributed the shortfall against its forecast partly to early-round NBA playoff sweeps and a network carriage dispute. Calculated from reported revenue and operating income, the Sports operating margin fell to approximately 19.1% from 24.1%. The question for investors is whether revenue from premium sports can consistentl
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Top 1M sites
For insidermonkey.com, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.