Core Earnings: New Constructs' David Trainer on Earnings Distortions with Tobias Carlisle on The Acquirers Podcast

1

Introduction

00:00 • 4min

2

Is There a Machine Learning Approach to Financial Statement Analysis?

03:42 • 4min

3

Is There a Pattern in the Financial Statements?

07:53 • 2min

4

Are the Earnings More Persistence, or Volatil?

10:14 • 3min

5

How to Identify the Hidden Version of Earnings Distortion

12:53 • 4min

6

Why Do Companies Use Different Descriptions in Their Disclosures?

17:00 • 3min

7

How Do You Derive a Trading Signal From That?

19:39 • 3min

8

Is There a Change in Distortion Over Time?

22:49 • 4min

9

Is There a Distorsion in the Financial Sector?

26:20 • 3min

10

Unrealized Gains and Losses on Conference Calls

29:29 • 2min

11

Bursher Hathaway

31:26 • 2min

12

Is There a Simple Fix to Accounting?

33:30 • 3min

13

The High Priests Analyse

36:16 • 2min

14

Is the G and E S G the Most Important?

38:21 • 2min

15

The G Is More Important Than the E and D Space

39:53 • 4min

16

The Newest Valuefactor in 25 Years

44:11 • 4min