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

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The Calcbench 700 (Our Portfolio Index)
Tuesday, January 17, 2012

Introducing the Calcbench 700.  We recently created a fundmental portfolio index using XBRL.  We believe that this index captures a unique view of the economy.  We have published the index on our homepage.  The bigger point, is that using XBRL as a basis, you can now create PORTFOLIOS!! 

The CB700 constituents are included along with the initial weights that we used in calculating the index.  We use a proprietary weighting scheme to establish the weights.  The returns will be published periodically so that the performance of the index is known.  For now, you can look and see that the “in-sample” performance is slightly better than the S&P 500.  Please take these results with a grain of salt because the history is only a few weeks. 

You can find the index at (**LOGIN REQUIRED):

**Please note, you will have to login in order to obtain the index. **

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