L3VLUP
Concepts

The warning in the footnote

The disclosure that flagged a failure was usually there years early, in a footnote.

1 idea that carry it

  • TechniqueAccountingBook

    The warning was usually in a footnote, years early

    Read the notes before the numbers; the disclosure that matters is usually there and usually ignored.

    Any model review, any quality of earnings exercise, and any short thesis.

    From The Signs Were There · Tim Steer