Uncovering Hidden Signals in SEC Filings for 20+ years - footnoted*

Careful readers — those that like to read footnotes — may have noticed that it’s been a few months since we’ve posted anything. There’s a good reason for that. Largely, it’s because I have been dealing with a complicated family health situation that...

Last year was a terrible year for brick-and-mortar retailers as layoffs and bankruptcies climbed. But 2017 is shaping up to be even worse, particularly for those located in a mall.
Since the start of this year, an alarming number of companies have been making references in their filings to “mall traffic.” And both the number, and the tone, add fuel to the notion that the country’s malls are in accelerated decline....

After months of controversy swirling around claims of sexual harassment at the Fox News Channel, its parent company finally acknowledged the obvious in its latest 10-Q today.
Twenty-First Century Fox said in its filing: “the network’s primetime lineup has significantly changed which could have a negative impact on our ratings.”...

In the history of LendingClub, the year 2016 will not be remembered fondly.
There was the shock resignation of CEO Renaud Laplanche over a faulty loan scandal. There was a plunge in the stock price, which had already been tumbling since the IPO. And then there were three straight quarters of losses, followed by a weak guidance...