EQInvestor
Monday, March 20, 2017
A few links and new idea in the works
It has been awhile since I’ve been able to write here, but I wanted to share a few earnings quality links I came across lately. I’m also working on a new short sell idea, which I hope to be able to share soon.
Decent sites that are also working to cut through the accounting fog
The growing difference between GAAP and reported earnings is really important, and largely ignored
Another good discussion of this topic, with Valeant as a specific example
Warren Buffett wrote about this last year
Interesting take at the end of this one, looking at specific sectors getting particularly aggressive at the top of the cycle
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