The Best Kind of October Afternoon: Reading Annual Reports By the Fireplace and Playing Video Games for Hours
Early morning, a giant package arrived from FedEx containing the historical annual reports of a company I’ve been studying for the past couple of weeks. I’ve built positions in most of the accounts under my purview, including my household portfolios. Even though I have read the financials in PDF format, I want to go back through the hardcopy, line-by-line, and make sure there is nothing I am missing.