Watchdog Transparency Blog

Watchdog Transparency Blog

In our Blog we take a critical look at public company disclosures and focus on issues surrounding transparency, reliability and accuracy. It you are looking for cheerleading, you have come to the wrong place. We rely on information from the best sources available to gain insight into companies and make predictions about what will happen in the future. Nothing in business is certain, so sometimes we will be wrong, but we will always be an independent voice telling you the truth as we see it.

Articles

Articles

Tesla Part I: Another CFO Change Increases the Probability of More Problems at Tesla


Posted on

For the last two years, Tesla has released its third quarter results on November 2, so we can expect to see the third quarter results in just a few weeks. Our team looked at the Watchdog Report to get some insight on what issues could come up in that report.

Posted in

Bristol Myers Squibb/Celgene Merger: Goodwill, Opioids, and Transparency


Posted on

Bristol Myers Squibb (“BMS”) and Celgene announced in January of 2019 that they had entered into a merger agreement. Celgene’s share value had been on a downward trend for over a year, where its share value had dropped from over $146 in October 2017, down to less than $60 by Christmas in 2018.

Posted in

PayPal: Obscuring Problems from New Acquisitions


Posted on

PayPal has experienced a great deal of success in the last three years since implementing a new acquisition strategy, with their share price increasing from $37 per share on August 30, 2016 all the way to $109.21 as of August 29, 2019. A quick look at the Watchdog Report shows an increase in share value which has outperformed the S&P 500 steadily since May 2017. Although their new strategy seems to be working, the Watchdog Report also contains indicators that have us concerned about PayPal’s commitment to transparency and what may lie around the corner for its investors.

Posted in

Kraft Heinz: Warren Buffet's Dunkirk


Posted on

Every investor makes mistakes when it comes to valuing an acquisition. However, the dramatic decline in market value of Kraft Heinz Co. (“KHC”) is not simply about failing to properly value KHC, or failing to manage the Company to meet growth expectations, it is about a collapse of confidence in the reliability of financial disclosures. Warren Buffet’s well-earned reputation as a great fundamental analyst cannot be questioned, but he rarely gets caught up with investments that present evidence of ethical and transparency challenges. And if he does, he is known to fix them quickly. KHC is the exception to this rule and it is a failure of such magnitude that it could over-shadow Buffet’s long-term reputation as a champion of good governance.

Posted in

Marriott: 500 Million Customers Might Not Be Wrong, But They Might Be Upset


Posted on

On November 30, 2018 Marriott International (MAR) publicly disclosed that it had a data security breach. It became aware of the breach September 8, 2018. Their internal investigation showed 500 million customer records had been stolen from its Starwood guest reservation system.

Posted in

Watchdog Concerns: ELP


Posted on

The US-based PG&E is teaching the world that utilities are not boring. In the midst of the upheaval at PG&E, we noticed a change in CEO at ELP and decided to take a closer look. The results were unfortunately predictable from a BRIC country. Insider trading appears rampant and ELP is under pressure from government, judicial and legislatures. How did we come to that conclusion?

Posted in

Watchdog Concerns: Crypto Corp.


Posted on

On January 3, 2019, Crypto Corp. filed an 8K indicating a significant restatement.

Posted in
Total articles: 30(page 2 of 5 with 7 articles)
Watchdog Transparency Blog

Watchdog Transparency Blog

In our Blog we take a critical look at public company disclosures and focus on issues surrounding transparency, reliability and accuracy. It you are looking for cheerleading, you have come to the wrong place. We rely on information from the best sources available to gain insight into companies and make predictions about what will happen in the future. Nothing in business is certain, so sometimes we will be wrong, but we will always be an independent voice telling you the truth as we see it.

Articles

Articles

Tesla Part I: Another CFO Change Increases the Probability of More Problems at Tesla


Posted on

For the last two years, Tesla has released its third quarter results on November 2, so we can expect to see the third quarter results in just a few weeks. Our team looked at the Watchdog Report to get some insight on what issues could come up in that report.

Posted in

Bristol Myers Squibb/Celgene Merger: Goodwill, Opioids, and Transparency


Posted on

Bristol Myers Squibb (“BMS”) and Celgene announced in January of 2019 that they had entered into a merger agreement. Celgene’s share value had been on a downward trend for over a year, where its share value had dropped from over $146 in October 2017, down to less than $60 by Christmas in 2018.

Posted in

PayPal: Obscuring Problems from New Acquisitions


Posted on

PayPal has experienced a great deal of success in the last three years since implementing a new acquisition strategy, with their share price increasing from $37 per share on August 30, 2016 all the way to $109.21 as of August 29, 2019. A quick look at the Watchdog Report shows an increase in share value which has outperformed the S&P 500 steadily since May 2017. Although their new strategy seems to be working, the Watchdog Report also contains indicators that have us concerned about PayPal’s commitment to transparency and what may lie around the corner for its investors.

Posted in

Kraft Heinz: Warren Buffet's Dunkirk


Posted on

Every investor makes mistakes when it comes to valuing an acquisition. However, the dramatic decline in market value of Kraft Heinz Co. (“KHC”) is not simply about failing to properly value KHC, or failing to manage the Company to meet growth expectations, it is about a collapse of confidence in the reliability of financial disclosures. Warren Buffet’s well-earned reputation as a great fundamental analyst cannot be questioned, but he rarely gets caught up with investments that present evidence of ethical and transparency challenges. And if he does, he is known to fix them quickly. KHC is the exception to this rule and it is a failure of such magnitude that it could over-shadow Buffet’s long-term reputation as a champion of good governance.

Posted in

Marriott: 500 Million Customers Might Not Be Wrong, But They Might Be Upset


Posted on

On November 30, 2018 Marriott International (MAR) publicly disclosed that it had a data security breach. It became aware of the breach September 8, 2018. Their internal investigation showed 500 million customer records had been stolen from its Starwood guest reservation system.

Posted in

Watchdog Concerns: ELP


Posted on

The US-based PG&E is teaching the world that utilities are not boring. In the midst of the upheaval at PG&E, we noticed a change in CEO at ELP and decided to take a closer look. The results were unfortunately predictable from a BRIC country. Insider trading appears rampant and ELP is under pressure from government, judicial and legislatures. How did we come to that conclusion?

Posted in

Watchdog Concerns: Crypto Corp.


Posted on

On January 3, 2019, Crypto Corp. filed an 8K indicating a significant restatement.

Posted in
Total articles: 30(page 2 of 5 with 7 articles)
Watchdog Transparency Blog

Watchdog Transparency Blog

In our Blog we take a critical look at public company disclosures and focus on issues surrounding transparency, reliability and accuracy. It you are looking for cheerleading, you have come to the wrong place. We rely on information from the best sources available to gain insight into companies and make predictions about what will happen in the future. Nothing in business is certain, so sometimes we will be wrong, but we will always be an independent voice telling you the truth as we see it.

Articles

Articles

Tesla Part I: Another CFO Change Increases the Probability of More Problems at Tesla


Posted on

For the last two years, Tesla has released its third quarter results on November 2, so we can expect to see the third quarter results in just a few weeks. Our team looked at the Watchdog Report to get some insight on what issues could come up in that report.

Posted in

Bristol Myers Squibb/Celgene Merger: Goodwill, Opioids, and Transparency


Posted on

Bristol Myers Squibb (“BMS”) and Celgene announced in January of 2019 that they had entered into a merger agreement. Celgene’s share value had been on a downward trend for over a year, where its share value had dropped from over $146 in October 2017, down to less than $60 by Christmas in 2018.

Posted in

PayPal: Obscuring Problems from New Acquisitions


Posted on

PayPal has experienced a great deal of success in the last three years since implementing a new acquisition strategy, with their share price increasing from $37 per share on August 30, 2016 all the way to $109.21 as of August 29, 2019. A quick look at the Watchdog Report shows an increase in share value which has outperformed the S&P 500 steadily since May 2017. Although their new strategy seems to be working, the Watchdog Report also contains indicators that have us concerned about PayPal’s commitment to transparency and what may lie around the corner for its investors.

Posted in

Kraft Heinz: Warren Buffet's Dunkirk


Posted on

Every investor makes mistakes when it comes to valuing an acquisition. However, the dramatic decline in market value of Kraft Heinz Co. (“KHC”) is not simply about failing to properly value KHC, or failing to manage the Company to meet growth expectations, it is about a collapse of confidence in the reliability of financial disclosures. Warren Buffet’s well-earned reputation as a great fundamental analyst cannot be questioned, but he rarely gets caught up with investments that present evidence of ethical and transparency challenges. And if he does, he is known to fix them quickly. KHC is the exception to this rule and it is a failure of such magnitude that it could over-shadow Buffet’s long-term reputation as a champion of good governance.

Posted in

Marriott: 500 Million Customers Might Not Be Wrong, But They Might Be Upset


Posted on

On November 30, 2018 Marriott International (MAR) publicly disclosed that it had a data security breach. It became aware of the breach September 8, 2018. Their internal investigation showed 500 million customer records had been stolen from its Starwood guest reservation system.

Posted in

Watchdog Concerns: ELP


Posted on

The US-based PG&E is teaching the world that utilities are not boring. In the midst of the upheaval at PG&E, we noticed a change in CEO at ELP and decided to take a closer look. The results were unfortunately predictable from a BRIC country. Insider trading appears rampant and ELP is under pressure from government, judicial and legislatures. How did we come to that conclusion?

Posted in

Watchdog Concerns: Crypto Corp.


Posted on

On January 3, 2019, Crypto Corp. filed an 8K indicating a significant restatement.

Posted in
Total articles: 30(page 2 of 5 with 7 articles)
Watchdog Transparency Blog

Watchdog Transparency Blog

In our Blog we take a critical look at public company disclosures and focus on issues surrounding transparency, reliability and accuracy. It you are looking for cheerleading, you have come to the wrong place. We rely on information from the best sources available to gain insight into companies and make predictions about what will happen in the future. Nothing in business is certain, so sometimes we will be wrong, but we will always be an independent voice telling you the truth as we see it.

Articles

Articles

Tesla Part I: Another CFO Change Increases the Probability of More Problems at Tesla


Posted on

For the last two years, Tesla has released its third quarter results on November 2, so we can expect to see the third quarter results in just a few weeks. Our team looked at the Watchdog Report to get some insight on what issues could come up in that report.

Posted in

Bristol Myers Squibb/Celgene Merger: Goodwill, Opioids, and Transparency


Posted on

Bristol Myers Squibb (“BMS”) and Celgene announced in January of 2019 that they had entered into a merger agreement. Celgene’s share value had been on a downward trend for over a year, where its share value had dropped from over $146 in October 2017, down to less than $60 by Christmas in 2018.

Posted in

PayPal: Obscuring Problems from New Acquisitions


Posted on

PayPal has experienced a great deal of success in the last three years since implementing a new acquisition strategy, with their share price increasing from $37 per share on August 30, 2016 all the way to $109.21 as of August 29, 2019. A quick look at the Watchdog Report shows an increase in share value which has outperformed the S&P 500 steadily since May 2017. Although their new strategy seems to be working, the Watchdog Report also contains indicators that have us concerned about PayPal’s commitment to transparency and what may lie around the corner for its investors.

Posted in

Kraft Heinz: Warren Buffet's Dunkirk


Posted on

Every investor makes mistakes when it comes to valuing an acquisition. However, the dramatic decline in market value of Kraft Heinz Co. (“KHC”) is not simply about failing to properly value KHC, or failing to manage the Company to meet growth expectations, it is about a collapse of confidence in the reliability of financial disclosures. Warren Buffet’s well-earned reputation as a great fundamental analyst cannot be questioned, but he rarely gets caught up with investments that present evidence of ethical and transparency challenges. And if he does, he is known to fix them quickly. KHC is the exception to this rule and it is a failure of such magnitude that it could over-shadow Buffet’s long-term reputation as a champion of good governance.

Posted in

Marriott: 500 Million Customers Might Not Be Wrong, But They Might Be Upset


Posted on

On November 30, 2018 Marriott International (MAR) publicly disclosed that it had a data security breach. It became aware of the breach September 8, 2018. Their internal investigation showed 500 million customer records had been stolen from its Starwood guest reservation system.

Posted in

Watchdog Concerns: ELP


Posted on

The US-based PG&E is teaching the world that utilities are not boring. In the midst of the upheaval at PG&E, we noticed a change in CEO at ELP and decided to take a closer look. The results were unfortunately predictable from a BRIC country. Insider trading appears rampant and ELP is under pressure from government, judicial and legislatures. How did we come to that conclusion?

Posted in

Watchdog Concerns: Crypto Corp.


Posted on

On January 3, 2019, Crypto Corp. filed an 8K indicating a significant restatement.

Posted in
Total articles: 30(page 2 of 5 with 7 articles)

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Watchdog Findings is a publication based on reports created by Watchdog Research, Inc.
Watchdog Research, Inc. is a financial research company providing due diligence information on public companies.

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