HeyJaredKarst Research
Partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think. Occasional ramblings.
- Indexed issues, last 90 days
- 2
- Latest publication
- Jul 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 21, 2026
Latest issues
Ardent Health - Into the Quarter (opens the original)
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Ardent Health is reporting second quarter earnings on August 4th, 2026 after market close. If you would like to read the initial Ardent Health piece that I published, I have linked it below. It is free to read. Since publication:Ardent is +19%Health Care Select Sector SPDR ETF is +5%S&P 500 is +7% <a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!X-5M!,f_auto,q_auto:good,fl_progressive:
Danaher 2Q Release (opens the original)
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Following my sparknotes style summarization of what happened to Danaher on X, I decided to expand on that in long form. Here are my sparknotes:EPS raise is due to Masimo acquisition closing early (not op performance, imv).Bioprocessing revenue impacted by “customer project timing.”They’re reporting sales ex respiratory, so another non-GAAP metric. Diagnostics -1% 6mo ended YOY, total co is 2%. Respiratory impact was 5% so they’re releasing “Core sales growth ex-respiratory.” Seems like another g
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