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Archive for the 'Earnings quality' Category

The Supremes and Sarbanes-Oxley…

Tuesday, December 8th, 2009

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 vs. [...]

More from the Value Investing Congress…

Tuesday, October 20th, 2009

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 themselves [...]

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 [...]