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Archive for the 'Earnings quality' Category

At the Value Investing Congress…

Monday, October 19th, 2009

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. [...]

On the SEC’s letters to Warren Buffett…

Monday, August 17th, 2009

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 [...]

Late filers database…

Wednesday, August 12th, 2009

As we noted earlier today, we’ve pulled together a list of late filers — companies that couldn’t get their 10-Qs in on time into an easy-to-read spreadsheet that you can purchase here. The list has the names, tickers, market caps, and the primary reason for the late filing and costs $150. Why should you care [...]

Late to the Q party…

Wednesday, August 12th, 2009

As we’ve been noting for much of the past week, Monday was a big deadline for 10-Qs. While we’re still digging through the stacks of filings, we’ve started paying closer attention to those companies that haven’t managed to get their Qs in on time. While the reasons for being late vary from a switch in [...]

Airlines feeding frenzy on fees…

Friday, July 31st, 2009

Earlier this week, I bought an airline ticket to Washington for a meeting next week. In the past, I’ve taken Amtrak or my new favorite, Bolt Bus, but flying — even booking just a week in advance — was actually $100 cheaper than the train and a lot quicker than the bus. Unfortunately this morning, [...]