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Michelle

@footnoted.bsky.social

Reading SEC filings intensively and obsessively for 20+ years. Home of the Friday Night πŸ’©. Learn more at footnoted.com. Brooklyn-born and raised, but now an Angeleno with a soupΓ§on of Paris. Signal: footnoted.90

1,665 Followers  |  1,437 Following  |  913 Posts  |  Joined: 25.09.2023  |  1.731

Latest posts by footnoted.bsky.social on Bluesky

@aarongreenspan.com is definitely interesting. Met him for lunch in SF probably 10 years ago now.

31.10.2025 17:34 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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What If You Spent Every Waking Moment Taking On Elon Musk?

Realm interesting article about @aarongreenspan. Worth a read.

What If You Spent Every Waking Moment Taking On Elon Musk? www.nytimes.com/2025/10/31/b...

31.10.2025 17:14 β€” πŸ‘ 3    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0

Chipotle going into Mexico kind of reminds me of Domino's going into Brooklyn. Why would anyone pay more for lower quality when there's so many local taquerias?

30.10.2025 23:25 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Just did same experiment on health plans in Florida for my family of 3 as I did yesterday. This time, they’re showing the pricing with the subsidy, even though none has been approved. Too many people must have freaked out when they saw the non-subsidized total!

30.10.2025 17:28 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Yeah…I wouldn’t really try it with 10-Ks. Thankfully there’s not a lot of those now!

30.10.2025 03:25 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Time to confess: who else out there is reading SEC filings while watching the Dodgers? Besides me, I mean!

30.10.2025 01:47 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

I can't begin to count how many times that happened to me growing up in Brooklyn!

30.10.2025 00:46 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

With all of this talk abut AI, it would be nice if someone somewhere could figure out that I already voted on #Prop50 and to stop bothering me with incessant texts, emails and mailers telling me to vote! It would save them money and me time!

30.10.2025 00:39 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Memories of Enron/Worldcom for sure!

29.10.2025 20:04 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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Got to see @susanorlean.bsky.social last night at main LA library with @kcrw.com’s Madeleine Brand. Was definitely better than a disappointing Dodgers game!

29.10.2025 18:00 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

And don’t forget the $19k deductible, which gives me $15k in pre-tax income for everything else!

29.10.2025 17:48 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Since when do we ever get to pick our neighbors? I’ve lived next door to several folks who spoke my language and looked like me but were horrible neighbors, calling the local police for example, if we legally parked in front of their house or put our garbage cans out before 5 pm.

29.10.2025 17:44 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Was just experimenting on Healthcare.gov. Used my family’s basic details, but changed annual income to $75k and used an old zip code from my Florida days. Total cost was $41k a year. As my son would say: that math ain’t mathing!

29.10.2025 17:39 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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Talk about whiplash! Just two weeks ago, Beyond Meat was trading at under $1 a share. Then suddenly last week, it became a meme stock and shot up to above $7 a share, before quickly falling back down…... Talk about whiplash! Just two weeks ago, Beyond Meat was trading at under $1 a share. Then suddenly last week, it became a meme stock and shot up to above $7 a share, before quickly falling back down ...

Wondering who made out when $BYND spiked above $7 a share last week? Two 13Ds filed by large hedge funds provide some clues. Together, the two funds sold over 37 million shares that day. Read more here: www.linkedin.com/posts/michel...

28.10.2025 18:19 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
United States Securities and Exchange Commission

And here's Florida's State Retirement System explaining why they will vote in favor of Tesla pay package. They argue that "this plan sets the gold standard for executive compensation." Full filing here: www.sec.gov/Archives/edg...

28.10.2025 17:50 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 2    πŸ“Œ 0
EDGAR Filing Documents for 0001214659-25-015407

In a speech yesterday explaining why he's voting against $TSLA's trillion dollar pay package, NYS Controller @nyscomptroller.bsky.social said the plan "is not pay for performance; this is pay for unchecked power". Full comments filed short time ago: www.sec.gov/Archives/edg...

28.10.2025 17:42 β€” πŸ‘ 5    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

Just what LA needs. Between other entertainment industry cuts and JPL, it’s more bad news!

28.10.2025 03:41 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Does Your Dog Need a Facelift? The hottest implant in Hollywood these days? Your canine’s testicles. Plus, braces for Fido, eye lifts for Fluffy and a slew of other plastic surgery options for A-list pets.

How is this not an @theonion.com story?

www.hollywoodreporter.com/lifestyle/li...

27.10.2025 20:36 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I know that @acquiredfm.bsky.social has a lot of devoted fans. But when I downloaded the Trader Joe’s episode this morning, I found myself losing it with all the side stories. Made it to 38 minutes before switching to something else. But there’s another 2:48 minutes to go.

27.10.2025 20:32 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Unusual for late October!

27.10.2025 16:45 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Would you take out a loan from this company?

24.10.2025 01:38 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Interesting. Of course, none of this will matter if they actually succeed in killing off quarterly earnings. Companies may whine about all the work, but they’d be lost without the high an earnings beat produces.

23.10.2025 15:55 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0

Bought my house in LA 10 years ago and expected the property tax rate to remain pretty steady due to Prop 13. But just looked at the bill from 10 years ago and the current bill and realize that my property taxes have increased nearly 50% during those 10 years. Have others faced similar increases?

22.10.2025 18:47 β€” πŸ‘ 0    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

Well, considering the bigger fire β€” Eaton β€” was in LA County, I’m not sure how helpful LAPD sources would be. πŸ€·β€β™€οΈ

22.10.2025 02:50 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Hmmmm…something not adding up. LA admittedly a big place, but I haven’t heard anything about this in my quadrant of NELA.

22.10.2025 02:13 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Look at the two 13Gs filed a day apart by Context. If I'm reading this correctly, looks like they sold everything on the rally.

21.10.2025 20:24 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0
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Elevance also spent over $880 million buying back its own stock during the quarter. While the numbers vary, the other for-profit healthcare companies in this country are no different. When will Americans wake up to the fact that this doesn't happen in other countries? (2/2)

21.10.2025 20:11 β€” πŸ‘ 3    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0
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Just digging into Elevance Health's earnings from yesterday. This is the company formerly known as Anthem Blue Cross.The company reported $50.1 billion in revenue for the quarter, a 12% increase over the same quarter last year. (1/2)

21.10.2025 20:05 β€” πŸ‘ 3    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0

Sad to read an @latimes.com story about layoffs @kcrw.com . Ever since I moved to LA over a decade ago, I’ve been a proud supporter. Honestly one of the best things about LA!

21.10.2025 05:04 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Interesting that @latimes.com is pitching their subscribers to invest!

20.10.2025 22:45 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

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