Looks like a very interesting paper!

Can’t wait to read those risk factors!

How many more of these will happen if Trump actually gets rid of quarterly earnings?

While the SEC charter allows it to operate with only 3 Commissioners, the agency was designed to be bi-partisan. All investors -- no matter their politics -- should be very concerned about this. (2/2)

Buried at the bottom of DealBook today was an item that SEC Commissioner Caroline Crenshaw will be stepping down at the start of 2026. The SEC is supposed to have 5 commissioners: 3 from the President's party and 2 from the opposing party. Once she leaves, all 3 commissioners will be Rs. (1/2)

And now for some good news! Of course the idea that people need debt relief to pay their medical bills because they happen to get sick is pretty depressing!

I don't normally look at companies under $250m in market cap. But this 8-K filed late on Friday afternoon definitely seemed suss. Glad @zacheverson.com was on the case!

Interesting. But no 8-K so far!

@latimes.com is asking for my opinion, presumably as a subscriber or just someone who lives in LA, about their private placement. Am I interested? F@ck no! Seems safer to set my money on fire than buy into this. Here's the survey for others out there: survey.alchemer.com/s3/8581217/L...

Grrrr…Spent 1:15 waiting for a charger near Coalinga, where the air is downright putrid from open pools of cow waste. Then another hour to charge because it never cracked 70 kw despite @electrifyamerica.com promising up to 350 kw. Frustrating!

I ❤️my Kia Niro EV…except when I’m in the middle of nowhere CA waiting in an hour-long line for a charger! Shouldn’t these people be at some mall stimulating the economy?

Gotta love LA County public health and Barbara Ferrer (neither of which seem to be on Bluesky) for pushing out this statement quickly!

My son, like a lot of kids, played Roblox pretty much obsessively for several years. During Covid, it was a way to connect with friends. But I made sure he was only friends with people he actually knew IRL. It’s a dumb comment by the CEO, but it’s also called parenting!

Hmmm…wonder what the chances are of the SEC actually digging in given the Trump connections?

A long time ago when I was a cub reporter in Florida, a man I was interviewing told me to “Hush up, Kitten”. It took all of my self control not to bring the Brooklyn to him. Can only imagine how this reporter is feeling hearing this from the President. 🤮🤮🤮

What a dump! There were 175 8Ks filed after markets closed at 4 pm today! Subscribers get first dibs on what I'm seeing. Find out more here: footnoted.com/subscribe

Seems scary but got to wonder how they’re defining large: is it by revenues? Employees? Something else?

Are people in LA really willing to pay $75 a pop to a "chef driven chain collab" from the likes of Sonic, Arby's, Heinz, and Friendly's? eatatchain.com

Last week, there were 160 8Ks filed after the markets closed at 4 pm. In that pile, I highlighted 10 for footnoted subscribers. How many will there be this week? Stay tuned! Learn more: footnoted.com/subscribe

Looks like @latimes.com is hitting up subscribers to invest in their IPO. Just got 2 emails in the past minute. "We're planning to go public, want in?" Not seeing an S-1 though.🤷‍♀️

Even the WSJ’s opinion page thinks the 50-year mortgage is a bad idea! Introducing a 50-year mortgage will boost housing demand, which will benefit Bill Pulte’s friends in the home-building and mortgage banking industries. But it will also lead to higher prices.

SEC filings geek alert: Yesterday was a big 10-Q deadline. But because today is a federal holiday, albeit one where markets are open, companies that are late in filing their 10Qs have until tomorrow to let investors know.

Was talking to my son over dinner about the idiotic 50 year mortgage plan. He’s 15 and not quite ready to buy a house. But if he was, he’d be done paying it when he’s 65!

I’ve bought several cars so far for both me and my husband. Almost every time, the sales guy starts with the monthly number you want to pay. A BMW 5 series for $299 a month? Sure no problem! They’ll always make the math work but it’s not working for you! (2/2)

A little over a year ago, I was shopping for a car and briefly looked at Teslas (before Elon went totally nuts). I still remember this young woman who wanted to put zero money on a new Model 3. My husband had to stop me from walking over to her and trying to talk her out of it. (1/2)

Between a 50-year home loan and a 15-year car loan, Americans will be in debt forever. Not to mention that very few 12+ year-old cars have any real value.

Less than 30 minutes for companies whose quarters ended Sept. 30 to get their 10-Qs filed. Always interesting to read the excuses for companies that don't make the cut. So far, 281 Qs have been filed today.

You don’t have to live in LA to support @lataco.bsky.social. The work they’ve been doing documenting the siege of LA every day is outstanding. Hope you’ll consider supporting them by becoming a member. lataco.com/join

Toured @caltech.edu with my son on Friday and was a bit daunted by this greeting.

I keep hearing Trump say that the number of SNAP beneficiaries increased bigly under Biden. So I asked Claude if that was true. Guess what: it’s not.

My favorite risk factor in the $DJT Trump media filing is where they talk about the "false, misleading and unfavorable" media coverage. "Whatever factual information TMTG includes in its disclosures...may be twisted and distorted when conveyed to the public and the market." See pg. 62

In a 67-page 10-Q for Trump Media ($DJT), the risk factors account for nearly a third of the filing, which, trust me, is a lot. Gotta wonder how many of the folks who bought the stock even skimmed those risk factors. Stock down over 60% YTD.

And you wonder why CEOs who leave/get fired, routinely get 18-24 months of company-paid COBRA after their departure? Even with their hefty salaries/stock options, it's still unaffordable!

Nearly 400 10-Qs filed after markets closed today, including $ABNB, $DASH, and $UA.

Was never really in doubt, was it?

Tesla's annual meeting and the big vote on Elon's trillion-dollar pay package starts in a little over 3 hours. Only shareholders will have access. The rest of us will have to wait. @polymarket.bsky.social has odds of passing at 91%. polymarket.com/event/will-e...

Sigh. Another example of AI failing bigly when it comes to SEC filings. Had asked how many other companies use the non-GAAP metric "gross merchandise volume" and was told that Etsy, Airbnb and Toast all do. But searching through SEC filings going all the way back to 2001, I see that none do. Sigh!

Oops...didn't realize the site doesn't open. But if you look at the domain registration, you can see that $ZTS registered the domain name months before it changed its label to warn users.

After losing my beloved dog, Max, back in March after just one shot of Zoetis' so-called magic drug #librela, I started shouting at whomever would listen that this drug was bad news. Zoetis knew it because they registered the domain name: librelakilledmydog.com. Today's 3Q earnings confirm this.

Major institutional investor Norges Bank says it voted no on Elon pay according to this @wsj.com piece. www.wsj.com/business/aut...

Just reading Tesla's latest pitch on why to vote in favor of Elon's trillion $ pay package in which he says: "Let’s just say I’m not going to build a robot army if I can be easily kicked out by activist investors. No way." Should investors take that as a promise or a threat?🤷‍♀️

Went to a presentation with my son for @columbiauniversity.bsky.social this morning. Instead of sharing the eye-popping “rack rate” which runs around $92k at most of these schools, they gave it per credit. Had to take out my calculator to multiply $2238 x 32, or $72k w/o housing or other fees.

Congress gets cheap healthcare. Meanwhile, an older married GenX like me with a kid under 19 living where I used to in Florida would have to pay $3600 a month with no dental and a $16,200 family deductible. Used $85k in income which is high for that part of Florida.

One other thought: while Vanguard is clearly the dominant player in index funds, if something changed in terms of index weighting recently to prompt them crossing the 5% threshold, I would expect other large funds to also cross that line. I’ll be on the lookout for additional 13Gs.

Just want to clarify something about my Vanguard post yesterday for those here less familiar with SEC filings. Once an institutional investor owns more than 5% of a stock, they are required to disclose that via a Schedule 13G within 5 business days. Vanguard filed that form yesterday. (1/2)

Can only imagine John Bogle quaking in his grave over Vanguard taking a 5% stake in $DJT. www.sec.gov/Archives/edg...

Realm interesting article about @aarongreenspan. Worth a read. What If You Spent Every Waking Moment Taking On Elon Musk? www.nytimes.com/2025/10/31/b...

Chipotle going into Mexico kind of reminds me of Domino's going into Brooklyn. Why would anyone pay more for lower quality when there's so many local taquerias?

Just did same experiment on health plans in Florida for my family of 3 as I did yesterday. This time, they’re showing the pricing with the subsidy, even though none has been approved. Too many people must have freaked out when they saw the non-subsidized total!

Time to confess: who else out there is reading SEC filings while watching the Dodgers? Besides me, I mean!