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...
Disclosure Insight - Commentary & Analysis
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...