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Podcast: The Meb Faber Show - Better Investing
Episode: Michelle Leder - “There Are Some Companies That We Know Are Sort of Bad Eggs" | #94
Description: In Episode 94, we welcome entrepreneur, author, and SEC filings expert, Michelle Leder.We start with Michelle’s background. She was a business journalist – a self-professed “document geek.” She wrote the book Financial Fine Print: Uncovering a Company's True Value and decided to launch a website as an accompaniment to the book. Here we are, 15 years later.Meb asks Michelle to give an overview of what she’s looking for in the various filings. She tells us that changes are important. She doesn’t necessarily look closely at the numbers because it’s more about the language. Also...