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Stock Based Comp (SBC) for Investors: All You Need to Know in 30ish Slides

A simple framework for factoring SBC into your analysis.

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10-K Checklist: Know What You Own

Helping you find the information nuggets buried in the 10-K.

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10-K Checklist: Dig Into the Numbers

When markets are volatile read the 10-K.

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Biden Made in America Tax Plan - The Deck

Get up to speed on the Biden tax proposals.

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10-K Checklist: Get Behind the Numbers

Do you know what the numbers mean?

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Biden Tax Plan, Tax Rates Movin’ On Up – The Deck

It’s a bird, it’s a plane, it’s a slide deck.

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Red Flag Finder #5 :The FX Mess - Explained

FX can be a mess. Try our RFF to help clean things up.

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Red Flag Finder #1: The Core Four

Introducing our RFF and the Core Four. 

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10-K Checklist: Reading (a 10-K) is Fundamental

How’s that 10-K smell to you?

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Non-GAAP is Wack? #2 Finding Accounting Glitches in Software

Does the Software industry have a non-GAAP virus?

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These Intangibles Smell a Bit Off: Did We See Kraft Heinz Impairments Coming? (Case Study-ish)

When the baloney hits the fan, it’s time to take a deep dive on impairments.

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10-K Checklist: Reading a 10-K, It’s Fannntastic!

10-K’s shouldn’t require a PhD in accounting (and corporate jargon). Take our accelerated course in 10-K 101.

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Peeling the Earnings Onion - Impact of Tax Rates on Earnings Growth

Onions have layers, Ogres have layers, Earnings have layers too!

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Game of Tax Reform #7: Beyond the Wall – New Tax Rates, But Are They Sustainable?

Before you drop a new tax rate in your model and slap a multiple on the earnings, check out the latest episode of Game of Tax Reform.

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10-K Checklist - Business in the Front, Party in the Back

Accounting doesn’t have to be a foreign language.

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Top Lines They Are A-Changin’ #3 - Companies Are Sayin’ More About Topic 606

Long weekends are made for accounting research. Especially when the topic is new revenue recognition rules.

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Game of Tax Reform #6: Breaker of Chains - Deemed Repatriation Tax

Our updated Earnings Parked Overseas Tearsheet makes the ideal stocking stuffer.

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Game of Tax Reform #5: Tax Rate Estimator 2.0

The Estimator. I'll be back.

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Game of Tax Reform #4: Dance of Dragons – Estimating Effective Tax Rates

Tax reform trick or treat? Check out our Tax Rate Estimator for the answer.

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Game of Tax Reform #3: The Gift - Repatriation Tax Holiday or Tax Hit?

4 steps to judge potential tax break on $2.8 trillion in EPO, changes in behavior are key

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Top Lines They Are A-Changin' - What Companies are Sayin’ About Topic 606

What's changin'? The weather, taxes (debatable), the iPhone, the Trump Administration and Taylor Swift. Oh, and your company's top line.

 

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Game of Tax Reform #2: The Old Tax Rates, Waiting on the New

I don’t know where tax rates are goin’, but I sure know where they’ve been (go ahead sing along)

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"Cash" Parked "Overseas" - Separating Fact from Fiction

​​Is there really $2.5 trillion in "cash" parked "overseas"? And what is "covfefe"?

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10-K Checklist - Reading a 10-K, It's Like There's a Party in My Brain

Don't speak accounting? Find out some tricks of the trade, red flags and questions to ask.

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