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The slow season for filings is a mixed blessing: It lets us spend a little more time with the filings that do come in. But at the same time, there’s less in the way of clear-cut, compelling material for FootnotedPro, our subscription service for professional investors. So we took the opportunity to go back and [...]
Yesterday, we took a break from our normal trawl through the filings to cozy up with the transcript from the arguments before the Supreme Court over whether the Public Company Accounting Board (PCAOB), which was created under Sarbanes-Oxley, has a right to exist. The arguments in the case, which was formally titled the Free Enterprise Fund [...]
We’re still following along today, but one of the sessions that intrigued us yesterday was a presentation by Lloyd Khaner called “Management, Management, Management: The Key to Turnarounds”. Since we spend a lot of time paying attention to management-related issues here at footnoted, we listened pretty intently. The basic premise is that good managers surround [...]
We’re spending part of the next two days at the (warning: mute your computers before clicking) Value Investing Congress at the Marriott Marquis in Times Square listening to a bunch of mostly value-oriented managers talk about the secrets to their success. Among those slated to speak today are David Einhorn, Joel Greenblatt and Julian Robertson. [...]
Although the SEC began releasing comment letters back in 2005, it hasn’t exactly been a smooth process. Due to the vagaries of EDGAR, finding these letters can be very tricky and with the help of the SEC Data Guy we’ve been experimenting with ways to make these letters easier to find since we believe there’s [...]
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