Disclosure Insight - Commentary & Analysis

20-Sep-2016 - On this page you can access our coverage list as well as sample reports.  We routinely produce four primary types of research reports.  They are -- FOIA Update - This is a quick-read format designed to rapidly deliver the latest results from the 2,500 Freedom of...

13-Apr-2018 - New Data Introduces Uncertainty Regarding  SEC Investigative Activity at Zion Oil & Gas. This report summarizes recently received data and summarizes what it could mean for investors. Summary and Opinion:  In a letter dated 06-Apr-2018, the SEC gave us a response to...

2-Apr-2018 - Summary and Opinion:  Based on our observation of a disclosure subtlety, which we speak to in this report, we believe there is only one conclusion to take-away from it: The Under Armour data breach is so bad, and such a material threat to the company itself, we say it has...

13-Mar-2018 - Overstock.com – OSTK   $57.85   Mkt Cap $1.53 B Summary and Opinion:  Between crypto-mania, regulatory pressure, and even history, we see a mix so daunting, so expansive, that it’s hard imagine Overstock’s cryptocurrency deal survives, at least not in its...

19-Dec-2017 - Disclosure Games® Conn's, Inc. – CONN  $35.35   Mkt Cap $1.07 B Summary and Opinion:  From carefully timed delays in the initial disclosure of its SEC probe in 2014, to failure to provide meaningful updates since then, we think Conn’s is playing Disclosure...

14-Dec-2017 - Disclosure Games® Tesla Motors, Inc. $339.03   Mkt Cap $56.98 B Summary and Opinion:  In what’s sure to be ammo for both Elon Musk fans and haters alike, we recently acquired documents that show from Jun-2016 to 31-May-2017, the SEC conducted a formal investigation...

13-Dec-2017 - Disclosure Games® Tech Data Corporation - TECD  $97.00   Mkt Cap $3.49 B Summary and Opinion:  Recently acquired court documents reveal a number of disturbing, and otherwise undisclosed, details about Tech Data’s SEC probe that has been running for almost...

12-Dec-2017 - Disclosure Games® Under Armour- UA   $12.18   Mkt Cap $5.67 B Secondary company:  Francesca's Holdings (FRAN) Summary and Opinion: Last summer we warned of an undisclosed SEC probe at Under Armour (UA).  We now wonder if it somehow relates to the...

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