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TODO.txt
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TODO.txt
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Try to figure out why the change in equity is not equal to comprehensive income, in cases where we know it.
- Some 10k's (and even some 10q's?) have Statements of SE
- When they don't:
- Some 10q's have AOCI broken out on BS. We can look for deltas
- Some 10q's have disclosures that list components of OCI or CI
- The remaining residual is probably stock-based compensation expense
- minority interests makes it screwey. also, preferred dividends?
Reformulated Statement of Shareholder Equity
Statement of Shareholder Equity
- Not taking into account share-based compensation, dividends payable, etc.
Forecasts
- Choosing of policies should probably be bumped to a higher-level package.
- Need more sophisticated forecasting policies
- Need to have more sophisticated policies fall back on simpler ones (or none) when there's
too much chaos
Bugs
- Not all disclosure titles *begin* with /^disclosure/. See CRM's most recent 10-K, for instance.
- The "valid vals" thing should hides gaps in data, which silently&crappily affect the regressions.
- show_reports doesn't check filing validity
Income Statement
- It'd be interesting to try to correct for cyclicality.
- The classifier that had been classifying unknown credits/debits is disabled. Replace it?
- net income != comprehensive income. pull in items from SSE
- certain things are being misclassified as FIBT instead of OOIBT. (hedging,
currency exchg, etc)
- naming consistency (e.g., rename OIBT as OOIBT?)
- consistency between operating/financing vs. operational/financial?
- need to better understand minority interest, noncontrollable blah-blah,
etc.
Balance Sheet
- Dig into the disclosures. They've got lots more interesting goodness.
- The classifier that had been classifying unknown credits/debits is disabled. Replace it?
- "Redeemable Noncontrolling Interest Equity Carrying Amount"??
Cash Flow Statement
- not taking into account: net cash interest, tax on net interest, or non-cash
transactions. All 3 of these items are listed in supplementary disclosures.
- the classifier's success rate isn't that high.
- "I" is defined inversely.