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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...
Read moreScotts Has Commitment Issues
Research, Forensic
Scotts inventory risks may prevent them from Miracle-Growth...
Read moreShould Investors Duck This “Goose?”
Research, Forensic
The Goose may be cooked with interesting valuation metrics and corporate governance concerns...
Read moreWill Admiral’s Reserve Releases Prove Fleeting?
Research, Forensic
Revisionist history on prior year loss ratios...
Read moreHearing May Not be the Only Thing That is Impaired Around Here
Research, Forensic
EAR-US likely to experience significant negative impact from claims audit...
Read moreUnsustainable 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...
Read moreA 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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