Telegram

Signal From Noise

Highlights a company that is considerably different than its peers with an in-depth analysis of the company’s financials, future objectives, market positioning and possible outcomes

Other Voices: Why Reading 10-K Filings Is Crucial; Part 2

(This report is part of our occasional Other Voices format, as we run across interesting investment ideas or practices from outside our firm. Today’s piece is written by David Zion, founder of the Zion Research Group, an independent research firm focused on accounting and tax issues, and his colleagues Ravi Gomatam and Ben Wechter. It is excerpted from Zion’s annual 10-K Checklist, which includes tricks of the trade, potential red flags, questions to ask and common-sense tips to help you navigate the 10-K filings.)

Few investors other than Warren Buffett, perhaps, enjoy reading SEC documents, but they are crucial to a complete understanding of the company whose shares you are considering.  Buying a stock without reading the 10-K is like driving to an unknown destination without a map.  You can do it, but it’s better with navigation. Zion Research Group is expert at deciphering corporate SEC filings.  To help you navigate this thicket, we are running excerpts from Zion’s reports about 10-Ks. This is the second of three.

You are trying to access FSI member-only content.
You need to have an active FSI Macro, or FSI Pro subcription in order to read this article.
If you are already a member at FSInsight, please Sign In here. If you don’t have a subscription to FSInsight yet, you can sign up below.

Choose one of our yearly plans to save nearly 15%

We accept crypto via BitPay for yearly subscriptions.
    • Macro
      FSI Macro
      from
      $
      199
      /mo
      billed anually
      Get access to all the macro research on FSInsight

        Tom Lee's First Word

        Tom Lee’s Equity Strategy

        Stock Lists

        ETF Sector Allocation

        Wall Street Whispers

        Signal From Noise

        Technical Analysis

        US Policy

        Fed Watch

        Live Webinars with Q&A

      First Month Free!
    • Crypto
      FSI Digital Assets
      from
      $
      99
      /mo
      billed anually
      Get access to all the crypto research on FSInsight

        Crypto Daily

        Crypto First Word from Tom Lee

        Crypto Blasts

        Crypto Weekly

        Crypto Technical Analysis

        Bitcoin Valuation

        Bitcoin Misery Index

        Live Webinars with Q&A

        -

        -

      First Month Free!
    • Macro + Crypto
      FSI Pro
      from
      $
      249
      /mo
      billed anually
      Get access to all the exclusive research on FSInsight

        Looking at code?

        I am hidden!

        -

        FSI Macro

        +

        FSI Digital Assets

        Designed by

        HANGAR115

        -

        -

      First Month Free!
Disclosures (show)

Don't Miss Out
First Month Free

first 500 users only

FSInsight logo
150 East 52nd St, 3rd Floor, New York, NY 10022

Subscribe to our Free Weekly Report

An institutional-grade report delivered to your inbox every week.

© 2021 FSInsight. All rights reserved. Developed by HANGAR115.

Illustrations by Karl Wimer.