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We perform in-depth analysis of company fundamentals, looking for aggressive accounting,
poor business models, and where we believe Wall Street has extrapolated positives while
downplaying negatives. Our clients include long-only managers
and those who use short selling as an investment strategy.
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Behind the Numbers provides its subscribers a wide breadth of industry coverage, including Industrials, Financial Services, Homebuilders, Health Care, Retail, Consumer Products, and Technology. Clients receive emails when new issues, such as Warnings or Live Updates are available on our website, with bullet-point summaries of our thesis for each company. All of our reports are published in PDF format, and clients have the ability to search our entire database of current and past reports.
BTN SUBSCRIPTION:
• BTN Warnings – An issue is published monthly and typically includes reports on 4 new companies. Occasionally, significant Updates on existing Warnings may be included in a new issue as well.
• BTN Warnings – An issue is published monthly and typically includes reports on 4 new companies. Occasionally, significant Updates on existing Warnings may be included in a new issue as well.
• BTN Live Updates – a means for the timely dissemination of updates on the companies we follow. Live Updates are published on our website when events dictate (earnings surprises, insights into SEC filings, etc.). Clients are notified via email when a Live Update is published.
• BTN Accounting Insight – periodic reports that keep clients abreast of emerging accounting topics, aggressive accounting tactics, and analytical tools that assess their impact on financial statements, and identify companies for further study.
• BTN Watch List – a subset of our warnings about which we feel an even greater level of concern, grouped into short and long term warnings. Short-term warnings include companies that we believe to have an identifiable catalyst for a company’s underperformance within the next year. Long-term warnings include companies that face eroding businesses which may lead to significant underperformance beyond one year.
• BTN Short Notes – Published monthly, we highlight stocks in our coverage universe that we believe represent the most timely short candidates with well-defined catalysts.
• BTN Thursday’s Thoughts – Published weekly, an informal commentary that includes news/analysis on BTN stocks, articles that we find insightful, and our general market thoughts.
• BTN Portfolio Alert System – alerts users when BTN publishes a warning/update on stocks they choose to monitor.
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