Disclosure Insight - Commentary & Analysis

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...

24-Oct-2017 - The probe was formal, at least two subpoenas sent to company. Note:  There are SEC documents that are referenced in this report. They are only visible and available to our paid client subscribers.  “Disclosure Games®” is a term we use to highlight those public companies...

22-Sep-2017 - “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...

5-Jul-2017 - Summary and Opinion:  To test the widely-reported narrative that suggests Tyson Foods’ SEC investigation, first disclosed in Feb-2017, was part of a broader industry probe, we filed Freedom of Information Act (FOIA) requests this winter on two of its key competitors: ...

26-May-2017 - Analysis and Opinion:  With undisclosed SEC probes recently confirmed at each of AmTrust Financial Services, National General, and Maiden Holdings, it’s well past time for AmTrust Chairman/CEO Barry Zyskind[1] to stop playing his “attack the shorts” game and instead come clean...

26-May-2017 - Disclosed, Protracted SEC Investigation Confirmed as Ongoing Analyst Summary:  On 24-Oct-2013 (three-and-a-half years ago), Muddy Waters Research published a report in which it stated, “NQ is a massive fraud. We believe it is a ‘Zero’”. In the summer of 2014 we warned NQ...

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