While The Greenbrier Companies, Inc. ( GBX ) beating earnings estimates may be the biggest news for the company, it is really about whether or not the earnings beat was of high quality, or if it is simply dueI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and ...