Disclosure Insight - Commentary & Analysis

13-Dec-2018 - 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.  Watch this micro-cap name closely – A disclosed SEC investigation...

16-Nov-2018 - Honeywell International, Inc. – HON ($148.19 Mkt Cap $109.2 B):  The company’s narrative on a recently disclosed SEC investigation doesn’t add up. The market is widely aware that Honeywell disclosed an SEC investigation with the filing of a 10-Q on 19-Oct-2018.  Per the...

15-Nov-2018 - Snap, Inc. – SNAP:  Danger:  Snap is Playing Disclosure Games with Investors over Joint SEC/DOJ Investigations.  On Tuesday 13-Nov-2018, Reuters broke a story on Snap, Inc. which opened with this, “The U.S. Justice Department and Securities and Exchange Commission have...

20-Sep-2018 - 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.  This week Bloomberg broke a story titled, Tesla Faces U.S. Criminal...

12-Sep-2018 - Knight-Swift Transportation Holdings Inc. – KNX:   Today’s report on Knight-Swift should be taken as a sign of a potentially serious and undisclosed problem.  Full details in today’s report.    To access the SEC Investigation Update, which includes our full...

6-Aug-2018 - Probes Reporter® research 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.   From John’s desk – We’re using a new format with some of...

10-Jul-2018 - “Disclosure Games®” is a term we use to highlight those public companies engaging in disclosure practices that in our opinion may be misleading, confusing, evasive, or otherwise lacking the transparency needed for investors to make well-informed investment decisions regarding a...

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...

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