March 6, 20180Comments

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.

March 5, 20181Comments

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.

March 2, 20180Comments

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.

March 1, 20180Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

February 28, 20180Comments

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.

February 27, 20180Comments

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.

February 26, 20180Comments

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.

February 23, 20180Comments

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.

February 22, 20180Comments

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.

February 21, 20180Comments

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.

February 21, 20180Comments

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.

September 14, 20170Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

May 4, 20172Comments

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.

April 19, 20170Comments

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.

March 27, 20170Comments

Filing Season Finds: Week Of March 20–24

Last week, our analysts parsed 127 10-K filings and collected 16,552 data points. In total, they made 2,964 forensic accounting adjustments with a dollar value of $1.7 trillion.

by Kyle Guske II, Senior Investment Analyst, MBA

March 20, 20170Comments

Filing Season Finds: Week Of March 13–17

Last week, our analysts parsed 350 filings and collected 43,532 data points. Senior Analyst Lindsay Bohannon identified two significant hidden items that artificially depressed CODI’s reported GAAP net income in 2016.

March 17, 20170Comments

Filing Season Finds: Friday, March 17

From yesterday’s research, analysts parsed 64 10-K filings and collected 8,054 data points. In total, they made 1,318 forensic accounting adjustments with a dollar value of $55 billion. Analyst Allen L. Jackson found an unusual item yesterday in Alcoa’s (AA) 10-K.

March 16, 20170Comments

Filing Season Finds: Thursday, March 16

From yesterday’s research, analysts parsed 48 10-K filings and collected 6,034 data points. In total, they made 964 forensic accounting adjustments with a dollar value of $135 billion. Analyst Lindsay Bohannon found an unusual item yesterday in OraSure Technologies’ (OSUR) 10-K.

March 15, 20170Comments

Filing Season Finds: Wednesday, March 15

From yesterday’s research, analysts parsed 51 10-K filings and collected 6,534 data points. In total, they made 1,064 forensic accounting adjustments with a dollar value of $37 billion. Analyst Lindsay Bohannon found an unusual item yesterday in Pzena Investment Management’s (PZN) 10-K.

March 14, 20170Comments

Filing Season Finds: Tuesday, March 14

From yesterday’s research, analysts parsed 94 10-K filings and collected 11,843 data points. In total, they made 1,961 forensic accounting adjustments with a dollar value of $79 billion. Analyst Cody Fincher found an unusual item yesterday in Acacia Research Corporation’s (ACTG) 10-K.

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