Electronic Data Gathering, Analysis, and Retrieval
26
MENTIONS
20
EPISODES
18
PODCASTS
Search complete. 26 mentions across 20 episodes found for "Electronic Data Gathering, Analysis, and Retrieval".
Oct 30, 2026
Brian C. AdamsHOST
So pre, post IPO, what changes from a legal and a structuring perspective as an investor once we get into this phase of the transaction?
Hendrik JordaanGUEST
Once the company becomes public, i.e. goes through its initial public offering, it becomes subject, number one, to a litany of different reporting and regulatory obligations, which include mandatory disclosure obligations under the 34 Exchange Act that is public, publicly available, filed by EDGAR, and that all investors will have access to.
Hendrik JordaanGUEST
It also creates a shift in governance, shift in operating procedures, a shift in financial reporting.
Hendrik JordaanGUEST
Many companies pre-IPO, especially the larger ones, are already complying with it at that level.
David BarbatoHOST
yeah the Bloomberg part right
John BarrGUEST
yeah exactly but right it's it's it's much better to spend your time reading industry industry stuff I mean Edgar and filings are are kind of baseline yeah you have to do that but it's really the industry insights that differentiate.
David BarbatoHOST
Yeah, that makes sense.
David BarbatoHOST
And so you mentioned two other criterias, which is a hidden component to the growth story that hasn't been priced in yet and the margin of safety.
Elizabeth SchulzeCORRESPONDENT
And this is the formal filing that you need to get in to the Securities Exchange Commission, SEC.
Elizabeth SchulzeCORRESPONDENT
And where that shows up in the database, the database is called EDGAR.
Elizabeth SchulzeCORRESPONDENT
This stands for Electronic Data Gathering Analysis and Retrieval.
Elizabeth SchulzeCORRESPONDENT
anyone who's kind of looked at a company's finances closely will know that that's where you go to find public filings about any company.
Brent SlavaHOST
Anthropic.
Brent SlavaHOST
Is it out on the SEC website? I do not see it out on the Edgar's SEC website.
Brent SlavaHOST
Let's scroll through our 9 a.m. news here on the press release side of things and see if there is anything that we want to highlight.
Brent SlavaHOST
I'm scrolling down to the bottom and then we're just going to work our way up the top.
Brent SlavaHOST
ST micro buyback plant buyback plan here.
Brent SlavaHOST
That's lifting it up bad.
Brent SlavaHOST
Here's a bunch of – here's a few of the filings coming out over here in the Edgar site.
Brent SlavaHOST
Notice there's nothing Anthropic-related just yet.
Nick NemethGUEST
There's a paywall.
Nick NemethGUEST
There is no Edgar for the SEC on this.
RupertHOST
Right.
RupertHOST
So, I mean, how much information do you get from the SEC filing versus that NAIC filing?
Dave BittnerHOST
Okay, terrific.
Dave BittnerHOST
It's called Edgar.
Dave BittnerHOST
Gold star for you, Joe.
Dave BittnerHOST
Yes, that's
Ryan AlbertGUEST
But it is still tough versus Western standards to, uh, engage with companies and there's always a little bit of just, like, cultural, um, dynamics to work through in terms of information-sharing and unders- like, understanding what's happening at companies.
Ryan AlbertGUEST
But in general, if you go on DART, which is their version of EDGAR, disclosures are great, disclosures are timely, confidence in numbers.
Ryan AlbertGUEST
Um, from that regard, foreign investors are welcome and have confidence in the market to analyze and invest.
speaker_0ADVERTISER
Okay.
Colin HarperHOST
Ultimately, these are not public companies yet.
Colin HarperHOST
We can't go to the SEC EDGAR website and actually pull their financials and get very clear numbers and estimates.
Colin HarperHOST
It's all financial media reporting.
Colin HarperHOST
And as we saw last week with the Financial Times, sometimes that reporting is not really giving you the full picture 'cause they totally botched OpenAI's ARR by not including the gross figure, which included passthrough from revenue sharing agreements, right? Um, oh, Charlie, before we get to that-
Brent SlavaHOST
He bought, I am going to my STN News feed here, which automates this information, which is extremely helpful.
Brent SlavaHOST
This filing last night here hit the STN News feed at the very same second, as far as I could tell, that it hit the SEC's Edgar website.
Brent SlavaHOST
You see a nice alert in the STN News feed.
Brent SlavaHOST
GME, Ryan Cohn, director, president, CEO, and chair, bought $22.8 million.
Ryan Nowicki StewartGUEST
But we are applying a lot of care to each and every different eval benchmark that we construct.
Ryan Nowicki StewartGUEST
Like the same, the same one we're gonna use for Edgar, the SEC database, right, is likely not going to be the same one we apply to the UK market or, or even a different type of data source within the US for a US public company, right? So that is where we spend a lot of our time in just thinking about what is the best possible and highest quality extraction pipeline that we can construct.
Ryan Nowicki StewartGUEST
Um, it's what we spent a lot of time doing this summer.
Ryan Nowicki StewartGUEST
We do it continuously with client input.
10 more episodes mention Electronic Data Gathering, Analysis, and Retrieval.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.