In today’s DI Audio session, I walk you through an example of a company that uses clever word choice to mask an underlying problem that could easily lead to restatement.
Using a warning we recently published on CrowdStrike (CRWD), I also show you some things to look for anytime a company you care about discloses an SEC investigation for the first time.
Even if you don't care about this particular company, I think you will get a lot out of this DI Audio session when it comes to your own investment decision-making.
I hope you enjoy the audio and I welcome your feedback. - John
PS. You can see the original warning on CrowdStrike here - CrowdStrike: Restatement Risk Now Elevated, June 12, 2025
-- John P. Gavin, CFA, NACD.DC
This report does not constitute investment advice or an offering to buy, sell or recommend any securities. The information herein is distributed purely as a newsworthy event. All information contained herein is derived from publicly-available disclosures as made by the companies cited in this report, and/or documents obtained from the U.S. Securities and Exchange Commission.
Neither John Gavin nor Disclosure Insight holds any positions or ownership interests in the companies cited in today’s report.
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