Tuesday, June 11, 2019
Not Much Fizz in LaCroix Right Now

Wednesday, May 29, 2019
An Example of Calcbench, Excel, and Insight

Monday, May 20, 2019
Research Paper: Capex Spending

Thursday, May 16, 2019
Psst: Got Any Weed?

Wednesday, May 15, 2019
Open Letter: SEC Proposed Rule for BDCs

Friday, May 10, 2019
General Motors and Workhorse

Monday, May 6, 2019
How to Find Earnings Release Data

Tuesday, April 23, 2019
Following Restructuring Costs Over Time

Monday, April 22, 2019
Capex Spending: More Than You Might Think

Saturday, April 13, 2019
When AWS Takes Over the World

Thursday, April 11, 2019
Data Trends in Focus: Restructuring Costs

Sunday, April 7, 2019
How One Customer Crushed It With Calcbench

Thursday, April 4, 2019
TJX Shows Complexity of Leasing Costs Reporting

Tuesday, April 2, 2019
CEO Pay Ratios: Some 2018 Thoughts

Wednesday, March 27, 2019
Corporate Spending: Where It Goes, 2017 vs. 2018

Monday, March 25, 2019
Health Insurers: A Bit Winded?

Friday, March 22, 2019
Our New Master Class Video

Thursday, March 21, 2019
Tech Data’s Goodwill Adjustment

Tuesday, March 19, 2019
There’s Taxes, and There’s Taxes

Saturday, March 16, 2019
Adventures in Tax Cuts and Net Income

Archive  |  Search:
Our Search for Meaning Continues…
Thursday, September 29, 2016

Good news for Calcbench users who don’t quite know what you’re looking for! We have expanded our text search capabilities, and now offer full text search for proxies, earnings releases, and SEC comment letters, in addition to the text search for 10-Ks and 10-Qs that we’ve always had.

The search function is straightforward. Starting from our home page, you can enter the text of whatever is on your mind (“taxes,” “Brexit,” “oil,” and so forth) in the main search box in the middle of the page.

As you enter your text string, you’ll see a pull-down menu of choices appear immediately below the search box. (See Figure 1, below.)

Look at those choices and see if any match what you want to find. This is important, since many terms you might use have multiple meanings and we want to route you to the right place quickly. For example, “tax” could refer to our own Guide to Analyzing Tax Disclosures, or to the line-item for taxes that companies report, or to the company Liberty Tax Inc., or to any other disclosure that includes the word “tax.”

If one of those specific offerings match what you want to search for, select it. If none of them do, then select the very bottom offering—which will always be a general text search of corporate filings.

Once you enter your search terms, the results will appear on the Footnotes Query page on the left-hand side. From there, you can filter the results by using the “Choose Footnote/Disclosure Type” menu above those results. That’s where you can filter results to SEC comment letters, proxies, earnings releases, items in the quarterly financial statements, and the like. (See Figure 2, below, with the filter menu circled in red.

It’s just another way Calcbench is trying to provide the most data in the most flexible and versatile way possible. If you have any other ideas for how we can improve, just let us know!

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