Recently, I was speaking to James Palczynski – the CEO of DeCue Technologies – and he drummed up this summary of what you need to know: The new exposure in the earnings call analysis arms race is not the words…
One challenge that sometimes happens as part of a company’s drafting process is when the compensation group is working off kilter a little bit from the rest of the drafting team.
The problem arises due to a timing difference. The…
Recently, I was speaking to James Palczynski – the CEO of DeCue Technologies – and he drummed up this summary of what you need to know: The new exposure in the earnings call analysis arms race is not the words…
This new paper from MKAI – “The First Annual Reports of the LLM Era” – finds that disclosure language in large-company 10-Ks became less specific and more hedged at a faster rate during 2024 than in prior years. While this…
I’ve been running a series of blogs with analysis into what transpired during this proxy season with shareholder proposals given Corp Fin’s decision to change the way they hand Rule 14a-8 requests. Here’s a summary of this 66-page study on…
This LinkedIn post by Pennant AI’s Ryan Nowicki Stewart is worth considering: “Prediction markets are already pricing earnings beats, CEO departures, IPO timelines, CFO commentary and M&A outcomes on platforms like Kalshi – with $178B in annualized trading volume and…
Last week, I blogged stats from a report from ISS-Corporate about the trends in shareholder proposals this far in the proxy season. This new report from Glass Lewis has even more recent stats – and a bevy of great charts.…
Last week, the SEC released a seismic proposal under which it proposes to simplify the filer status categories and expand accommodations to simplify disclosure for many companies. In its proposal, the SEC estimates that approximately 80% of current public companies…
