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I've read the book and I am keeping tabs on my stocks up to the most recent 10-K. That much is good, but how do you monitor your holding mid-year? I see a few problems, and I don't think the book discussed this.

1. 10-Q's aren't audited (the book did mention this, in passing at least)
2. Quarters aren't going to show a nice staircase, because of seasonal changes
3. 10-Q's don't have as much detail. Good luck trying to derive advertising or lease numbers from them, for example.

The spreadsheet I use (by FoulWeather) is one-column-per-year, but it also includes a TTM column, and I don't know where to get TTM numbers for a lot of the info you need to do a proper IETC analysis.

So what do you do?
1. Pull TTM numbers out of Yahoo or somesuch and at least do an incomplete analysis?
2. Do the math with the most recent 4 quarterly reports?
3. Don't do any formal analysis until the 10-K comes out?
4. Something else?

Thanks for writing the book!
Dan
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