Push

More research, less noiz.

We won't be calling you looking for an II vote.

 
 
 
 

Research Product

Necessary

We write research when there is something important you need to know. We won’t clog your inbox.

Relevant

We make it useful for you by starting with the macro then drilling down to the sectors and companies most affected.

Simplified

We walk-through complex topics in plain English.

Ahead-Of-The-Curve

We are out in front of key issues and their investment implications, so you can be too.




Timely research on complex topics in Plain English, it comes in two flavors:

1. Thematic – keep our clients informed about what’s happening in the world of Accounting & Tax, focuses
   on uncovering the underlying economics

         a. Episodic – when there’s something important going on in our neck of the woods, rule changes,
         investor confusion, etc.

         b. Regular pieces – Annual: 10-K Checklist, Pensions in Pictures; Quarterly: Buyback Barometer, ZRG
         Minute
(to help you prep for earnings season), etc.

2. Forensic – neutral, independent, another set of eyes that tells it like it is (see below)

Accounting tells a story: Is it fact or fiction?

Forensic

  • Forensic Library – a writeup on 125+ names (and counting) with a rating based on how much hair a name has on it (e.g., 80’s Hair Band = lots of hair)

  • Watch(out)list (quarterly) – names with red flags we are keeping an eye on

  • Red Flag Finder (quarterly) – starting point for our forensic research can be customized for you (your portfolio, coverage list, sector, etc.)

  • Red Flag Themes (quarterly) – highlights one or more of our RFF themes where we think the risks are particularly relevant now

 

Research Library

Over 100 pieces on a variety of topics from buybacks to taxes, from crypto to revenue recognition to non-GAAP and more, many with a long shelf life (e.g., you might find our 2019 piece on leases quite helpful nowadays).

Accounting is the language of financial reporting

Don’t speak accounting? We can help translate

Education

Practical, customized training for new hires, associates, investment team, you!








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