No 10-Q: what you get and don't get from a foreign issuer
ASML, TSMC, SAP, Alibaba and Arm file 20-Fs and 6-Ks instead of 10-Ks and 10-Qs. What changes, what does not, and where the quarterly detail goes.
4 primary sourcesSection
Method
How the numbers are calculated, where the public data is wrong, and what failed when we tested it.
Three ways reported capex understates what a company spends
A semiconductor maker with capex at 0.48% of revenue. A retailer whose free cash flow flips sign. A tag that returns nothing. All three are in the filings.
4 primary sourcesWhen the machine-readable data is wrong by 4,874x
XBRL reported one company's borrowings as $6M. The debt footnote in the same filing said $29,244M. How that happens, and how to catch it.
2 primary sourcesNewsletter
New screens and filings analysis, when they're published.
No daily digest, no market commentary. Only when there is something with numbers behind it.