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...

11-Jun-2018 - Summary and Opinion:  With the stock of Ubiquiti on something of a tear lately, the shorts are nervous and the longs are gloating.  Each side has reasons why the other is wrong. Our view is decidedly negative and is based upon our in-depth analysis of the SEC investigation...

30-May-2018 - Summary and Opinion:  With new data reflected in this report, Zion Oil & Gas, Inc. is added to our Watch List of companies with undisclosed SEC investigations.  It now appears the company misled investors when it said there is no SEC investigation back in March. Facts...

14-May-2018 - Summary and Opinion:  The audit committee investigation disclosed by Symantec last week left out a number of important details that signal to us the management is either misleading investors or has no idea of the scope and nature of an accounting problem serious enough to delay...

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...

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