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Research Type: Forensic
Old Revenue Is New Again
Research, Forensic
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
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Scotts Has Commitment Issues
Research, Forensic
Scotts inventory risks may prevent them from Miracle-Growth...
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Should Investors Duck This “Goose?”
Research, Forensic
The Goose may be cooked with interesting valuation metrics and corporate governance concerns...
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Will Admiral’s Reserve Releases Prove Fleeting?
Research, Forensic
Revisionist history on prior year loss ratios...
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Hearing May Not be the Only Thing That is Impaired Around Here
Research, Forensic
EAR-US likely to experience significant negative impact from claims audit...
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Unsustainable Revenue at a Merger Target
Research, Forensic
EPS accretion merger targets look unrealistic...
Read moreMore “Below the Line” Expenses and Cost Capitalization in FY20
Research, Forensic
ATO-FR operating margin and FCF lower than management claims...
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A Tale of Two Drinks
Research, Forensic
We raise the concern that continued product shortages may result in revenue softness for SAM-US...
Read morePea Protein in the Inventory, More Than Nine Days Old
Research, Forensic
Mismatches between inventories and gross margins go "beyond" the norm...
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