Doing it our way now: the approach this company pioneered is becoming the market's way
The model's full reasoning — Q4 2016 call → NOWe need answer YES/NO. Need determine if management describes others adopting/copying company's way. Transcript: Gulfport Energy. They discuss Utica efficiencies, vertical integration, completion designs. Do they say others are following? Let's scan. Management talks about their accomplishments, but no explicit "others are copying us." They mention "To my knowledge, the stage efficiency of 6.85 stages per day continues to track well ahead of our peers in the basin." That's leading, not adoption. They mention "we have vertically integrated... protects Gulfport from service cost inflation." No mention of others adopting. They mention "we plan to implement some of our best practices from Ohio here in Oklahoma" - that's company applying own approach to new asset, not others. They mention "industry is focused on Woodford and Springer... emerging Sycamore" not about company. No. Answer NO.
| Ticker | Company | Call | Date | Call grade |
|---|---|---|---|---|
| AES | The AES Corporation | Q1 2024 | 2024-05-03 | C+ |
| GGR | Gogoro Inc. | Q1 2023 | 2023-05-11 | D |
| TGT | Target Corporation | Q4 2022 | 2023-02-28 | C |
| ORAN | Orange SA | Q2 2018 | 2018-07-26 | B |
| USFD | US Foods Holding Corp. | Q1 2018 | 2018-05-12 | C |
| SHOO | Steven Madden, Ltd. | Q1 2017 | 2017-04-21 | C |
AES · Q1 2024 → YESThe question is: Does management describe that the WAY THIS COMPANY DOES THINGS is NOW BEING ADOPTED, COPIED, OR MOVED TOWARD BY OTHERS IN ITS MARKET, so that the company's own way of doing things is ...
GGR · Q1 2023 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?
TGT · Q4 2022 → YESThe question is: Does management describe that the way this company does things is now being adopted, copied, or moved toward by others in its market?