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CONCLUSiON

Just as companies have myriad ways of exaggerating revenues, they follow a variety of approaches in downplaying expenses. Corporate managers make liberal assumptions about costs that may be capitalized, dilute expenses with one-time gains, and jump the gun in booking rebates from suppliers.

Sometimes they understate expenses through sheer sloppiness in their book­keeping. Like corresponding techniques of aggressive revenue recognition, misleading reporting of expenses can often be detected by careful scrutiny of financial statements. To benefit from such insights, analysts must be dis­ciplined enough to disbelieve the innocent explanations that companies rou­tinely provide for ratios that in reality reveal trouble down the road.


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Source: Fridson M., Alvarez F.. Financial Statement Analysis. John Wiley & Sons, Inc.,2002. — 413 p. 2002
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