You’ve heard and read it over and over again. Management will try to hide information in the footnotes, therefore read the footnotes, read the footnotes, read the footnotes.
But if you are a normal person you don’t like to spend all day, or don’t have the time to spend, reading every fine print in the quarterly and annual reports for each of your companies.
What if I told you there was an easier way?
Here’s a quick tutorial on how to set up an RSS feed for your company’s insider transactions.
This is something that is extremely quick and easy to set up. Once you get an idea of how this works, you’ll be able to fiddle around with it to search for other specific forms filed to the SEC.
A lot of the times when I start writing an analysis for a company, I come across some glaring issues during the writing and I end up throwing the company in the rubbish pile. But every time I review the analysis for BOLT, I’m more than convinced that BOLT is an excellent company. Find out why this company can boost your portfolio.
BOLT operates in a niche market where it is a leader. In the industry, its products are well known. The financials of the business make this investment even better as it is better shape than any other company in the industry. This post looks at the business of BOLT, the current situation, risks and the opportunity. The following post goes through in detail all the numbers that support this fact.
At the end of Q2 2011, the OSV portfolio is down 4.6% compared to +6% for the market. Despite the under performance so far, the portfolio is positioned to well outperform the general market based on near term catalysts from a handful of big sized companies.
Joel Greenblatt has written about it in the book. Results have shown that it works. Here is further proof that investing in spinoffs is a smart choice. It isn’t always easy to understand everything related to the spinoff and what is involved, but by selecting the spinoffs with heavy insider buying and institutional selling, you have a good chance of outperforming the market by a large margin.
These stocks with low expectations is beating the market by 14% YTD. Quite impressive considering how the market is labeling each company as having no growth potential. Such low expectations can yield excellent results when the market comes to realize its mistake. Find out how this screen works and the backtest performance over several 3 year timeframes.
One of the questions I have frequently been asked lately is, “How do you analyze businesses?” I usually respond by noting that determining a company’s intrinsic value is a subjective operation. It is nearly impossible to determine a company’s precise value but it is not hard to determine its approximate value and that is the aim, to be approximately right and not precisely wrong.
Financial Shenanigans is so good that Mebane Faber emphasizes checking your company against all the accounting shenanigans described in the book. With the Chinese reverse merger frauds and the social media hype/bubble growing, you will definitely be better off scrutinizing the financial statements and getting into some forensic accounting work.
What the reverse DCF attempts to do in order to improve from the reputation of its twin, is to eliminate the need to forecast. Instead of starting with a given year’s FCF, and then projecting towards an unknown, the purpose of the reverse discounted cash flow is to calculate what growth rate the market is applying to the current stock price.
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