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10-K Filings Guide: Introduction
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10-K Filings Guide: Introduction

If you use just one document when writing about a public company, use the 10-K – the annual report that publicly traded companies file with U.S. securities regulators. Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and mistakes Glossary of key terms Resources Video with Theo Francis At first glance, [...]

10-K Filings Guide: Basics
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10-K Filings Guide: Basics

Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and mistakes Glossary of key terms Resources Video with Theo Francis ANATOMY OF A 10-K Part I If you’re just getting to know a company, start at the beginning: Item I: Business. Here, the company describes what it does (often with a [...]

10-K Filings Guide: Traps and Mistakes
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10-K Filings Guide: Traps and Mistakes

Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and mistakes Glossary of key terms Resources Video with Theo Francis Find what’s missing In general, 10-K filings are much more consistent across companies and even industries than the more free-form 10-Q. There can be some quirks, however. For example, many companies [...]

10-K Filings Guide: Tips and Tricks
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10-K Filings Guide: Tips and Tricks

Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and mistakes Glossary of key terms Resources Video with Theo Francis Tips and Tricks One big use for the 10-K is context: If you want to put a number in context, you can compare it to the previous year’s net income or [...]

10-K Filings Guide: Resources
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10-K Filings Guide: Resources

Quite a few experts and organizations have written up quick (and not so quick) guides to using a 10-K. Each has slightly different emphasis — check out a few and see what works for you. Some of the best I’ve found: Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and [...]

Focus on early childhood education: An opportunity for entrepreneurs?
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Focus on early childhood education: An opportunity for entrepreneurs?

The costs and benefits of pre-school education for young children has been making buzz lately, with President Obama mentioning it in his State of the Union address, the new New York City mayor and that state’s governor offering plans to beef up education for all toddlers. According to the New York Times, enrollment in early [...]

Lap dogs in New York to hot laps in Daytona, February is full of news
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Lap dogs in New York to hot laps in Daytona, February is full of news

The old Bulgarian term for February was “month of dreadful ice” and while that may be true meteorologically, especially this year, it’s a hot-hot-hot little 28 days for news pegs. In addition to the just-past Super  Groundhog Day, and Valaentine’s Day (also known this year as Val-Pres weekend due to its confluence with the President’s [...]

‘I quit.’  Reporting on the flip side of the employment market
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‘I quit.’ Reporting on the flip side of the employment market

Most business stories on the post-recession employment market focus on getting the job.  If you’re looking for a fresh take, why not focus on people who are handing in their resignation, and what that says about the market and the economy in your region? Five years into a dismal era for workers – where tales [...]

Quicktip stories: Home-prices to cruise ship inspection details
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Quicktip stories: Home-prices to cruise ship inspection details

Time flies on news-heavy weeks and the “ones that got away” pile of good stories to localize is growing at an annoying clip.  (Among the missed opportunities, to my chagrin, was this Ragan’s PR Daily piece on tacky MLK Day marketing if you want to add it to next year’s tickler file.)  So before the following are added [...]

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