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

Monday, March 11, 2019
Big Moves in Goodwill, Intangible Value

Friday, March 8, 2019
CVS, Goodwill, and Enterprise Value

Thursday, February 28, 2019
Summary of Our Goodwill Research/ How-To

Wednesday, February 27, 2019
What Does ‘Other’ Mean? An Example

Thursday, February 21, 2019
Another Tale, Buried in the Footnotes

Wednesday, February 13, 2019
Low Latency Calcbench

Monday, February 11, 2019
Now Streaming on Hulu: Red Ink

Thursday, February 7, 2019
Early Look at 2018 Tax Decline

Wednesday, February 6, 2019
You Revised WHAT, Netflix?

Thursday, January 31, 2019
Talking About Huawei Exposure

Wednesday, January 30, 2019
Another Discrepancy in Reported Numbers

Wednesday, January 30, 2019
Finding Revised Facts: Hertz Edition

Wednesday, January 23, 2019
GE Commercial Aviation Services: Bringing Numbers to Light

Monday, January 21, 2019
Differences in Earnings Releases and 10-Ks

Wednesday, January 16, 2019
The Importance of Textual Analysis

Tuesday, January 8, 2019
A Look at Climate Change Disclosures

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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