EQInvestor

Saturday, April 9, 2016

Recent earnings quality links


Non-GAAP reporting: a comparability crisis

The buyback binge: is it good for shareholders?

Myth Busting: Stock Buybacks aren’t Propping up the Stock Market

Short the HDGE ETF – I have actually had this trade on for a couple years in very small size, just out of pure curiosity

On the importance of free cash flow

Context on Corporate Profits

The Power Of Numbers: Base-Ten Threshold Effects In Reported Revenue

S&P 500 Earnings Expectations Over Time

Not really on the topic of earnings quality – but probably the most prolific source of investing wisdom one-liners (and life in general for that matter) is Charlie Munger
Posted by EQAnalyst at 7:37 AM
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