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December 10, 2023

Carvana Investor Relations: A Tough Slog Ahead?

May 20, 2022|

First, an important note: We have no beneficial interest for or against Carvana. Carvana has been panned by us here, here, and here, by Grant’s Interest Rate Observer, Seeking Alpha, Medium and by numerous other skilled and historically informed investors. On January 7th of this year, Carvana was the lead out stock in our “Enron look-alikes” list based on a proprietary KCR screen designed to….identify Enrons.

What Is Accounting Quality and Why It Matters

April 22, 2022|

A Quick Walk Through the Recent Age of Miracle, Wonder & Other Lies - It has been a wild couple of years for financial statements. And by “wild,” we mean the quality of financial accounting information hit lows we could not have imagined. Let’s start with the basics.

Quantamental Investing: A Brief Primer on KCR’s Toolkits

January 21, 2022|

In our Chart for the Curious about Apple Computer, we document the challenges faced by investors who follow forecasters. For those seeking compelling evidence based on robust quantitative methods, please see our White Paper The Persistence of Profits. That piece builds on work done by a legendary professor of behavioral finance...

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