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Update: Limited time offer on... Saks Fifth Avenue
Puck reports CEO Metrick to resign! I last wrote about Saks' woes exactly 7 months ago. Plus ça change, plus c'est la même chose.
Dec 27, 2025
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Francine McKenna
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The business of cancer: When does healing cross the line into exploitation?
Healthcare is big business. How much profit is too much?
Dec 22, 2025
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Taayoo Murray
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Warner Brothers Discovery Board Chair Sam Di Piazza is ready for his close-up
Sam Di Piazza was barely 60 years old when he retired as Global CEO of PwC. He’s had a big career since and is now negotiating the deal of a lifetime.
Dec 20, 2025
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Francine McKenna
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SEC's Atkins threatens Big 4, more troubled KPMG-audited banks
It's a sunny but snowy Sunday and I am trying to get some useful things down on paper before I weary of the day and its travails.
Dec 14, 2025
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Francine McKenna
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Crosspost: Depreciation of GPUs: useful lives versus useful myths
My friend and frequent collaborator Olga Usvyatsky of Deep Quarry had a thought-provoking and useful post earlier this week.
Dec 12, 2025
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Olga Usvyatsky
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Crosspost: Deciding whether you want to work with the media
I get this question all the time: How can I work with media to promote my work or my research? Giving good quip is an art form!
Dec 9, 2025
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Broc Romanek
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A tale of two retailers: Macy's and Barnes & Noble
Investigations are like Goldilocks' porridge: Too long screams cover-up, but too short strains credibility. When claims are that a lone-wolf is…
Dec 7, 2025
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Francine McKenna
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Déjà vu all over again
Let's take a ride through a story about some audit firms that are propping up the fintech firms that prop up some crypto grift.
Nov 29, 2025
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Francine McKenna
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A potluck of stories as we enter Thanksgiving week
Here's a free newsletter edition with lots of gift links and references to prior stories. Won't you consider a paid subscription if you're not already…
Nov 23, 2025
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Francine McKenna
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Microsoft starts talking about OpenAI, but disclosures still fall far short of complete
Microsoft recently said a lot more about its investment in OpenAI but, despite news of arguably material and growing losses, the disclosures still leave…
Nov 16, 2025
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Francine McKenna
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Olga Usvyatsky
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Crosspost: Meta's $15.9 billion tax shock: when One Big and Beautiful Bill meets CAMT
Meta's $15.9 billion tax hit reflects Biden-era CAMT tax. Who else is affected?
Nov 12, 2025
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Olga Usvyatsky
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Some links, updates, and commentary on Fiserv and Palantir
For my free subscribers I've got quite a few updates. Behind the paywall I'll talk about two stocks that unexpectedly tanked recently, one on bad news…
Nov 6, 2025
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Francine McKenna
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Tick-Tock: Media reporting on First Brands, BDO, Apollo, and Deloitte
First a quick update on some crypto news. Then I dig into reporting on the roles of BDO, Apollo, and Deloitte in the First Brands saga and some…
Oct 29, 2025
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Francine McKenna
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Boo! Frightening fraud at regional banks
Can't say I am surprised at all.
Oct 20, 2025
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Francine McKenna
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Francine McKenna digs into accounting, audit, and corporate governance issues at public and pre-IPO companies.
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