It’s annual meeting season, and that means two things: A lot of dull, predictable votes, and a few striking upsets. For the latter, look no further than the brouhaha over JPMorgan’s chairman/CEO vote, which transformed itself into a high-stakes, high-profile vote of confidence on Jamie Dimon’s performance. Dimon won, but it was bruising. And that’s […]
We’ve done a couple pieces so far this year (in late January and late April) on the impact of the big last-minute tax bill that Congress passed earlier this year, and related fiscal issues. Now we’re pulling together a number of disclosures on the subject from recent 10-Qs that we think are noteworthy. Why are we so interested in […]
Friday afternoon was the deadline for companies on a calendar year to file their 10-Qs, and we’re still digging out from under the avalanche. In the week leading up to the deadline, we counted just over 2,000 filings, with more than 700 of them coming in on Friday, and nearly 250 being filed after the […]
Netflix filed its most recent Q at 5:31 on Friday afternoon and as with most Friday night dumps, there were some interesting disclosures in there.
We found some interesting new disclosures in the Q that Intuitive Surgical filed just a day after reporting very solid earnings.
On the same day that it released its first quarter earnings, Cytec Industries also announced changes to its reporting segments that caught our attention.
Reading SEC filings is all about detecting unusual patterns and we think we’ve found some interesting ones in BMC’s recent filings.
Sears Holdings and Sears Hometown have been two separate companies since Oct. 2012. But the related party transactions between the two are worth paying closer attention to.
Our annual round-up on 10-K season found several recurring themes and a number of trouble spots on the horizon for the rest of 2013.
A late Friday filing by this media company caught our attention, both for what it said, and, perhaps more importantly for what we saw after we built our mosaic.