Disclosure Insight - Commentary & Analysis

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...

30-Nov-2017 - Disclosure Games® Disclosure Insight® reports provide commentary and analysis on public company interactions with investors and with the SEC. They are heavily reliant on our expertise in using the Freedom of Information Act. AmTrust Financial Services Inc. – AFSI $9.74  Mkt...

30-Nov-2017 - Disclosure Games® MasTec - MTZ  $44.25  Mkt Cap $3.66 B Summary and Opinion:  Put this in the category of misleading management behavior.  Based on documents we recently posted on MasTec (only visible to our paying subscribers), we learned a 2015-16 SEC probe...

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