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Here's an interesting investing rule.

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The most recent 10-K filing for tech giant Oracle (Nasdaq: ORCL) ran to 103 pages. Meanwhile, little Mine Safety (NYSE: MSA), a boring business whose stock has nearly tripled in two years on the Hidden Gems roster, offers its investors a mere 50 pages of reading material. Heck, with all that space, the company could go wild and print its financials in easy-to-read 12-point font -- investors would still have less paper to plow through. More important than the font size, though, is the fact that small companies like Mine Safety are transparent. Fewer pages mean fewer places to hide inconvenient facts. It means we're less likely to be surprised, and less likely to invest in something we do not understand.