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

Wednesday, January 2, 2019
Quants: Point-in-Time Data for Backtesting

Friday, December 28, 2018
Now Showing: Controls & Procedures

Thursday, December 27, 2018
A Reminder on Non-GAAP Reporting Rules

Monday, December 17, 2018
Researching PG&E’s Wildfire Risk

Wednesday, December 12, 2018
Tracking Brexit Disclosures

Thursday, December 6, 2018
Campbell Soup: Looking Behind the Label

Sunday, December 2, 2018
SEC Comment Letters: The Amazon Example

Wednesday, November 28, 2018
Measuring Big Pharma’s Chemical Dependency

Monday, November 26, 2018
Analysts, Can You Relate? A True Story

Monday, November 19, 2018
Digging Up Historical Trend Data: Quest Example

Sunday, November 11, 2018
Cost of Revenue, SG&A: Q3 Update

Monday, November 5, 2018
Lease Accounting: FedEx vs. UPS

Saturday, November 3, 2018
New Email Alerting Powers

Wednesday, October 31, 2018
PTC and Two Tales of Revenue

Tuesday, October 30, 2018
10-K/Q Section Text Change Detection

Sunday, October 28, 2018
Finding Purchase Price Allocation

Sunday, October 21, 2018
Charting Netflix Growth in Three Ways

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End of year blog post!

Photo from US Treasury Dept Finance Data gathering, Nov 30

Our blog has been woefully ignored for months, but hopefully that is going to change soon. In the meantime, let me give a wrap up of what has been an extremely busy December.

After spending a sleepless November finalizing our benchmarking tool (formal name TBD), we unveiled it for the first time at the annual AICPA conference in Washington D.C. on Dec 5. (article here). We were warned that this particular crowd wasn’t too XBRL friendly, but they seemed genuinely excited about what we’ve done. (After all, if they have to spend all of this time effort and money to create XBRL filings, someone might as well use them, right?) So our demo focused on how the same companies that create this info can use Calcbench to create peer groups, benchmark, analyze competitors, and trace all of the info back to the individual filings. Here’s a peek. (*NOT* a video from the AICPA, but rather something I threw together in my dusty attic).  

A few days earlier we had also been in Washington as guests of the U.S. Treasury Department, to take part in what was informally referred to as a ‘data jam.’ The first half of it was webcast, and if you forward this video to the 60 minute mark, you can watch Susan Yount from the SEC give a great intro to the XBRL world. Then, after the speeches the good stuff began, as we broke into teams to brainstorm new ways to push the ‘open data’ movement forward.

If that all wasn’t enough, a week later we had our first face to face meeting of the new, expanded, 4 person Calcbench team. But I don’t want to dwell on this too much as we will formally introduce the new folks in January. What I will say is I learned that when your co-workers consist of two Indians and a Jew, don’t expect things to slow down too much around Christmas.

By the way, we’re temporarily offering the benchmarking tool as a free beta (just create a login on our site), and we’re actively seeking auditors and corporate finance type folks who would like to be early test partners. Give us a shout… Again a link to that video.  

So that brings us up to date…

Happy New Year!

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