Reading 10-K filings?

Question

Throughout my sales career, we've been encouraged to read 10-K filings on our public accounts as part of our research. I understand the why behind this, but I've always struggled to put it into practice. these reports are like 200 pages long! Are you sales savages actually reading 10-K's, Ctrl-F some keywords, looking at R&D numbers, what? What's the best use of time for extracting useful info without burning hours of time in the process?

Accepted Answer

I always look at 10Ks. The most important parts are the exec letters at the front detailing priorities, financial information (growing or shrinking) and risks they call out that you can address.

Answer

Yes, I use 10-Ks. Look at the beginning sections where the company talks about risks and opportunities to their business and then tailor your messaging with your solution on how you can help in those areas.

Answer

I always read the 10K's, shows you what they are publicly dealing with and also what their IT teams might be going through.

Answer

Yeah, being an ex-finance guy I have run through them for time to time. They speak about the target markets and what the company plans to do in the coming year.

Answer

Yes, and coded a tracker that I dump all my accts into. Emails me every day with new 10-Ks, 10-Qs, and other stuff like hiring alerts and funding. actually its own standalone product now!

Answer

I have in the past.  Some interesting info and insight into the C-suite.

IAMAM

Reading 10-K filings?

9 comments

IAMAM

Reading 10-K filings?

9 comments

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