
Chosen by shared topics, the entries that hold them, and the people who recommended both.
How operating cash flow itself gets dressed up.
Recommended by: Mohnish Pabrai
Recommended by: Mohnish Pabrai
The accounting tricks British companies used to inflate profits, firm by firm.
The tricks companies use to inflate earnings, cash flow and key metrics, by case.
“Some of my favorites include Howard M. Schilit and Jeremy Perler, Financial Shenanigans” — Michael Mauboussin
Source: Thirty Years: Reflections on the Ten Attributes of Great Investors (Credit Suisse)
Recommended by: Michael Mauboussin, Anu Hariharan
Recommended by: Mohnish Pabrai
How to test whether reported earnings reflect reality, from tax books to receivables.
Recommended by: Rational Capital Investment Fund and 1 other
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