Earnings Cheating Season: Is Your Favorite Company Cooking the Books?
MishTalk
OCTOBER 30, 2014
He developed a very useful MUC Score, Manipulated Underperforms Conservative. (An Developed by my former colleague James Montier, Andrew changed the name as companies got mighty shirty when they appeared on this list!) A sharp decline in EPS optimism since 2009 has been consistent with previous hiatuses in financial markets.
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