negativesalesgrowth
Welcome to the first update of the new fourth quarter financial statements of U.S. Companies. Q3 2020 hedge fund letters, conferences and more The recent SEC filing update has just started and the volume will be sparse until December annual filers report in the coming weeks. These year-long financial statement have a later filing deadline than quarterly filings do and it will be early March before the update is complete. The first companies to appear are the small population with fiscal quarters ended November. The most interesting feature of the third quarter just completed is the large numbe...
ValueWalk
A much larger volume of filings last week lifted the 3rd quarter financial statement update to about 33% complete. Still too early to make any macro measurements but anecdotally we are seeing a large frequency of rising gross and operating profit margins at companies with negative and falling sales growth. That is the opposite of the last quarter when profit margins fell very broadly. We suggested back in July that layoffs were being delayed but this has now become reality as shown in the recent financial reporting.Q3 2020 hedge fund letters, conferences and moreCompanies are beginning to asse...
ValueWalk
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