Filing Season Finds: Week of March 19-25

Last week, analysts parsed 172 10-K filings and collected 20,140 data points. In total, they made 3,110 forensic accounting adjustments with a dollar value of $1.4 trillion. Senior Analyst Lindsay Bohannon identified a few key items in The Gap’s 2018 10-K.

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Filing Season Finds: Week of March 12-17

Last week, analysts parsed 243 10-K filings and collected 29,109 data points. In total, they made 4,701 forensic accounting adjustments with a dollar value of $1.3 trillion. Analyst Jacob McDonough found a significant red flag in the footnotes of Centrus Energy’s (LEU) 2017 10-K.

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Filing Season Finds: Week of March 5-10

Last week, analysts parsed 409 10-K filings and collected 54,383 data points. In total, they made 8,989 forensic accounting adjustments with a dollar value of $1.3 trillion. Analyst Eric Roll identified two significant red flags in PacWest Bancorp’s (PACW) 2017 10-K.

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Filing Season Finds: Friday, March 9

From yesterday’s research, analysts parsed 46 10-K filings and collected 4,585 data points. In total, they made 985 forensic accounting adjustments with a dollar value of $358 billion. Senior Analyst Lindsay Bohannon found an unusual item yesterday in Crawford & Company’s (CRD.B) 10-K.

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Filing Season Finds: Thursday, March 8

From yesterday’s research, analysts parsed 49 10-K filings and collected 6,142 data points. In total, they made 1,001 forensic accounting adjustments with a dollar value of $99 billion. The Robo-Analyst found an unusual item yesterday in Zogenix’s (ZGNX) 10-K.

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Filing Season Finds: Wednesday, March 7

From yesterday’s research, analysts parsed 129 10-K filings and collected 18,042 data points. In total, they made 2,644 forensic accounting adjustments with a dollar value of $153 billion. Analyst Peter Apockotos found an unusual item yesterday in CBIZ Inc.’s (CBZ) 10-K.

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Filing Season Finds: Tuesday, March 6

From yesterday’s research, analysts parsed 133 10-K filings and collected 20,292 data points. In total, they made 3,309 forensic accounting adjustments with a dollar value of $434 billion. Analyst Lindsay Bohannon found an unusual item yesterday in Diplomat Pharmacy’s (DPLO) 10-K.

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Filing Season Finds: Week of February 26 – March 3

Last week, analysts parsed 593 10-K filings and collected 92,555 data points. In total, they made 14,753 forensic accounting adjustments with a dollar value of $4.2 trillion. Analyst Eric Roll identified three significant red flags buried in the footnotes of Santander Consumer Holdings’ 10-K.

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Filing Season Finds: Friday, March 2

From yesterday’s research, analysts parsed 103 10-K filings and collected 16,510 data points. In total, they made 2,607 forensic accounting adjustments with a dollar value of $585 billion. Analyst Lindsay Bohannon found an unusual item yesterday in O’Reilly Automotive’s (ORLY) 10-K.

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Filing Season Finds: Thursday, March 1

From yesterday’s research, analysts parsed 127 10-K filings and collected 20,430 data points. In total, they made 3,369 forensic accounting adjustments with a dollar value of $1.4 trillion. Analyst Peter Apockotos found an unusual item yesterday in Alliance Data Systems’ (ADS) 10-K.

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Filing Season Finds: Wednesday, February 28

From yesterday’s research, analysts parsed 103 10-K filings and collected 16,566 data points. In total, they made 2,645 forensic accounting adjustments with a dollar value of $973 billion. Analyst Jacob McDonough found an unusual item yesterday in Dean Foods’ (DF) 10-K.

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Filing Season Finds: Tuesday, February 27

From yesterday’s research, analysts parsed 128 10-K filings and collected 18,737 data points. In total, they made 2,860 forensic accounting adjustments with a dollar value of $369 billion. Analyst Hunter Anderson found an unusual item yesterday in Titan International’s (TWI) 10-K.

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Filing Season Finds: Week of February 19-24

Last week, analysts parsed 403 10-K filings and collected 65,183 data points. In total, they made 10,444 forensic accounting adjustments with a dollar value of $6.9 trillion. Analyst Lindsay Bohannon found key items in Discover’s 10-K that shows the company is significantly more profitable than its reported income suggests.

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Filing Season Finds: Friday, February 23

From yesterday’s research, analysts parsed 91 10-K filings and collected 15,216 data points. In total, they made 2,357 forensic accounting adjustments with a dollar value of $1.9 trillion. The Robo-Analyst found an unusual item yesterday in Tile Shop Holdings’ (TTS) 10-K.

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Filing Season Finds: Thursday, February 22

From yesterday’s research, analysts parsed 72 10-K filings and collected 11,789 data points. In total they made 1,985 forensic accounting adjustments with a dollar value of $1.7 trillion. Pete Apockotos found an unusual item yesterday in Six Flags’ (SIX) 10-K.

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Filing Season Finds: Wednesday, February 21

From yesterday’s research, analysts parsed 111 10-K filings and collected 17,910 data points. In total, they made 2,830 forensic accounting adjustments with a dollar value of $1.3 trillion. Hunter Anderson found an unusual item yesterday in Chesapeake Lodging Trust’s (CHSP) 10-K.

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The Real Earnings Season Starts Now

Corporate earnings season may be winding down, but the real earnings season – annual 10-K filing season – starts today.

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Alpha-generating Forensic Accounting Examples

New Constructs’ proprietary forensic accounting research empowers investors to identify alpha-generating investment ideas more efficiently than traditional manual approaches. This report highlights investment ideas based on insights our research technology automatically provides on a firm’s true return on invested capital (ROIC) and economic earnings.

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The Earnings Recovery Is A Sham

Our analysis of the latest 10-K filings for the 2,600 largest and most actively-traded companies shows that the much-hyped end to the earnings recession is an accounting illusion.

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10-K Filing Season Recap

During filing season, our robo-analyst technology read through 2,139 10-K (or international equivalent) filings and collected 49,862 data points. Our analyst team used this data to make 49,862 adjustments with a dollar value of $16.1 trillion.

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