All episodes of Masters in Business

Masters in Business · 2025-12-03 · 17 min · 3,046 words

At The Money: Finding the Hidden Alpha in SEC filings

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AI is entering its most consequential phase where scale, safety and sovereignty will determine who leads and who lags. Join Bloomberg Tech in London on November 2nd and 3rd as global leaders across business, finance and policy examine the defining trade-offs shaping the future of AI. Thank you to our presenting sponsor Salesforce and supporting sponsors IDA Ireland and Schneider Electric. Learn more at BloombergLive.com slash Tech London. Bloomberg Audio Studios podcasts radio news.

Honesty is such a lonely word. Everyone is so untrue. Have you ever wondered what management buries in their SEC filings? Do they faithfully follow their obligations to their shareholders or do they see how much they could get away with either not disclosing or hiding?

To help us unpack all of this and what it might mean for your portfolio, let's speak to Michelle Leader. She is an SEC filings wonk and specialist and founder of the research service footnoted focusing on uncovering material information hidden in corporate SEC filings. She's also the author of the book Financial Fine Print, Uncovering a Company's True Value. So Michelle, let let's just start out with a basic definition.

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