10-K

also referred to as: 10 k

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 19, 2021 by Bruce Martin · across every show →

Everything said about 10-K, oldest first

Aug 19, 2021 positive

Insight

Martin: Deep business understanding comes from 10-Ks, not 10-Qs or secondary research

“I want to understand the business. You're going to get that from what we call original source documents, which is 10 K's, mostly K's, Q's, you're not getting a lot.”

Bruce Martin Aug 19, 2021 ▶ 49:38 Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)

Sep 29, 2025 positive

Insight

Hale: Rebuilding cost structures from zero base beats relying on 10-Ks

“That analysis of let's just ignore what you see in the 10 K. Let's just build up zero base. What does this business cost structure look like? That is by far, I think the most important exercise that we do early in our due diligence process.”

Rob Hale Sep 29, 2025 ▶ 36:30 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)

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10-K

Everything said about 10-K, oldest first

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