Lark Research is an independent investment research firm founded in 1991 by Stephen P. Percoco.  The firm provides investment research services to institutional investors delivered through research reports and direct communications.  Lark Research also publishes the Risk and Reward  blog, which provides commentary and analysis on companies, industries, investment sectors and the financial markets.

On Tuesday, September 8, 2020 at 4:30 PM, I will be moderating a panel discussion on Non-GAAP Financial Reporting sponsored by the CFA Society of New York. Panelists include:

  • Prasadh Cadambi, a partner with KPMG;
  • Patrick Gilmore, Deputy Chief Accountant, Division of Corporate Finance, U.S. Securities and Exchange Commission;
  • Dan Mahoney, CFA, CPA, Head of Industrials Research, CFRA; and
  • Sandra Peters, CPA, CFA, Senior Head, Global Financial Reporting Policy at the CFA Institute.

You can register for this event here.

COMMENTARY ON ACCOUNTING

Making Principles-Based Accounting Standards Work
Working with Non-GAAP Performance Measures

FIXED INCOME INVESTING

A Primer on Fixed Income Investing

Treasury Inflation-Protected Securities

          2018 Market Returns on TIPS

          2019 Market Returns on TIPS

          2020 Market Returns on TIPS

OTHER RESOURCES FOR INVESTORS

Book Review:  “A Weekend with Warren Buffett and Other Shareholder Meeting Adventures” by Randy Cepuch

Book Review: “BONDS, The Unbeaten Path to Secure Investment Growth” by Hildy and Stan Richelson

Book Review:  “Investing Between the Lines: How to Make Smarter Decisions by Decoding CEO Communications”  by L.J. Rittenhouse

Book Review:  “Questions are the Answer: A Breakthrough Approach to Your Most Vexing Problems at Work and in Life” by Hal Gregersen

Book Review:  “Strategy Beyond the Hockey Stick” by Chris Bradley, Martin Hirt and Sven Smit

Amazon Book Review:  “The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters” by Gregory Zuckerman

Is Your Mutual Fund Lending Securities?

The Dietz Algorithm

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