Value Investing Many companies, such as banks, $aapl, or $brk hold significant treasury bonds. Are these mostly very, very short term bills?

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• Many companies, such as banks, $aapl, or $brk hold significant treasury bonds. Are these mostly very, very short term bills?
• Kerrisdale Capital Short Report on Eastman Kodak Company
• Muddy Waters Short Report on IQE PLC
• $XIV Volpocalypse – A Sea of Disinformation and Misunderstanding
• Interview with Chris Cole - Taking the Long Road with Volatility
• "User guide" question for Full-Text Search on SEC Edgar

Many companies, such as banks, $aapl, or $brk hold significant treasury bonds. Are these mostly very, very short term bills? Posted: 08 Feb 2018 08:11 PM PST Obviously interest rates are a huge element for valuing financial institutions.. But, consider AAPL; they hold enormous cash+cash equivalents. Do they disclose what these holdings are, specifically? I am wondering because given how quickly interest rates have risen, it would probably be quite bad for their book value if they hold a significant component of 2+ year bonds if they plan to use that cash soon, which they have indicated. Otherwise, however, they are in good position to add a significant addition to the bottom line just from interest income. In the case of BRK (or other insurance companies, for that matter), as I understand, the float is primarily very short term bonds. All else aside, this should be a significant boost for their insurance division earnings for the foreseeable future, right? submitted by /u/musicalnarnia [link] [comments]

Kerrisdale Capital Short Report on Eastman Kodak Company Posted: 08 Feb 2018 09:34 AM PST submitted by /u/Beren- [link] [comments]

Muddy Waters Short Report on IQE PLC Posted: 08 Feb 2018 09:35 AM PST submitted by /u/Beren- [link] [comments]

$XIV Volpocalypse – A Sea of Disinformation and Misunderstanding Posted: 08 Feb 2018 07:22 AM PST submitted by /u/pscoutou [link] [comments]

Interview with Chris Cole - Taking the Long Road with Volatility Posted: 08 Feb 2018 09:43 AM PST submitted by /u/Beren- [link] [comments]

"User guide" question for Full-Text Search on SEC Edgar Posted: 08 Feb 2018 06:38 AM PST Hey All, I like to review a lot of 10-k and 10-q reports among others while looking for opportunities. But it annoys me that you do not only see for example the 10-q, you also see all the XML files etc. On the link below I show the 10-Qs from this week, you see that you have to scoll quite a bit before you get to the "parent filing". Is there something that could be done about this, so it is only the parent filing? https://searchwww.sec.gov/EDGARFSClient/jsp/EDGAR_MainAccess.jsp?search_text=*&sort=Date&formType=Form10Q&isAdv=true&stemming=true&numResults=100&fromDate=02/04/2018&toDate=02/08/2018&numResults=100 submitted by /u/StandardOptions [link] [comments]

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