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Message: <blockquote data-quote="SBMC" data-source="post: 2759009" data-attributes="member: 30040">I don’t mean to perhaps discount your capabilities – but the fact that you made a good decision on a stock deal (or series there of) does not make anyone an expert at anything. Some top notch Portfolio Managers have made some very stupid Mistakes in their careers; does that make them an armature? It sounds like you are a Financial Analyst, Portfolio Manager? CFA perhaps? I have not read this yet however again; making a “good call” does not qualify anyone to be an expert on anything. Do it 25 times in a row…well then that’s another story – but then again it means you can pick them based upon data available; not the context of that data. The data you had may have very well made it blatant what the most likely outcome would be (as it is with many failed acquisitions or mergers); maybe not.Yes they Describe their performance in many ways; and there are many ways to measure it. However, regardless, the bottom line is where it ends up. Every one of those measures is shown there; good or bad. If a description is made that does not match the bottom line; there is liability. Your own analysis above exemplifies that. I never said that – I was responding to one who had said that companies do indeed make false claims; I provided a description of why that would be so.Ok – now you have told me something regarding yourself here with that statement and your delving directly into places that I deal with directly – at a high level mind you. Depreciation and Amortization (Note that in Accounting Terms these are NOT THE SAME) in no way shape or form distort the P&L. Amortization & Accretion is a natural progression of to a real value at a point in time not to mention required by GAAP and the SEC in most cases (especially in securities) and thus, like it or not, are valid impacts to the P&L. You also do not note exactly the function of a REIT is; how the specific investments of that REIT effect things. REITS are a complex issue; but none the less to make the claim that Amortization upsets income is nuts. If you want to state that it upsets how cash flows compare to income then so be it as that is true (unless that REIT realizes gains & losses a great deal).Ya – I already said that. See Pizza Hut above.Net Flix is a new an nearly unique company. I have no way of making an accurate statement regarding trends as they relate to growth, revenue, profits or anything else and thus I won’t. Unless you deal directly with this industry then you should not either. If say we were talking about Cars – there is tons of data readily available to start making assumptions and solid predictions about trends.Ya – I said that with the Pizza Hut example; the point I was making was that if someone made that stupid decision to do such a thing AND the company (say in your example Net Flix actually had FEWER subscribers) that investor would indeed have a basis for a suit. That does not mean it is valid or right; but that that is why firms are so cautions about what they release especially these days.Every company has an investor site – if I have time I will dig in there and see what they have.In everything I have read here (especially in this post) I did not hear that message at all. My points had nothing to do with the materiality of DnD to Hasbro.No idea; No idea if WoTC is even broken out – probably rolled up into the main set of books based on what your saying here.Now you are just trying to use semantics to be plain silly – you and everyone else knows the context that I made that statement in.To Note: They actually would have this information available and depending upon the corporation, the state they are in, etc. they may very well have to disclose certain material things. Regardless the data is kept in detail as there are documentation and retention requirements for accounting – and all of that is stated in numbers.</blockquote>

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