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Reported commentary on 8 professional services news stories
“The disadvantage of men not knowing the past is that they do not know the present.” G.K. Chesterton
May 3
•
Francine McKenna
11
3
April 2026
Crosspost: Super Micro's export control issues: relationships with customers and financial reporting considerations
Assessing reported Oracle order changes, inventory exposure, and revenue recognition risks in a tightening export-control environment.
Apr 30
•
Olga Usvyatsky
7
2
More Cambridge and updates, ILearningEngines and the Bondis, Berkshire outstanding shares
A few fun things and updates for everyone then two in-depth commentaries on ILearningEngines and the Bondis, Brad and Pam, as well as the Class A trend…
Apr 20
•
Francine McKenna
6
1
Jumble sale: Cambridge, Paris, CAT, anniversaries, KPMG, and EY
It's bits and bobs, a mélange of goodies that I've been storing up while traveling. Bon appétit!
Apr 17
•
Francine McKenna
10
1
Cross Post: CoreWeave's new debt facility: beyond lower interest rate and $8.5 billion capacity
The new structure ties borrowing to execution, not just hardware.
Apr 7
•
Olga Usvyatsky
7
Those were the days: Tether, KPMG, PwC, SEC, PCAOB
I have been running around like a chicken without a head, as my mom would say, but I am keeping up with the news and providing my 2 cents, for you.
Apr 5
•
Francine McKenna
9
1
March 2026
Part 2: Is there an optimal number of public companies?
This is Part 2 of Dr. Mikhail Pevzner cost–benefit analysis of the question of more IPOs and capital formation, regulation, and investor welfare.
Mar 26
•
Mikhail Pevzner
4
3
Is there an optimal number of public companies? (Part 1)
Dr. Mikhail Pevzner takes a cost–benefit perspective to the question of more IPOs and capital formation, regulation, and investor welfare.
Mar 24
•
Mikhail Pevzner
13
4
The business of cancer: The “gold rush” of liquid biopsies
Despite not being FDA approved, multi-cancer tests are already being marketed to physicians and consumers and they are not cheap!
Mar 23
•
Taayoo Murray
4
Hodge Podge: Travels, teaching, and mostly enforcement issues (Free update)
My former Wharton colleague and good friend Dan Taylor has been a busy bee! I could write a whole column just about what he's up to!
Mar 16
•
Francine McKenna
3
2
Hodge Podge: Travels, teaching, and mostly enforcement issues
My former Wharton colleague and good friend Dan Taylor oof Wharton has been a busy bee! I could write a whole column just about what he's up to!
Mar 14
•
Francine McKenna
4
1
1
Part 2: AI data center construction, CIP, all the cash flows and concentration
After Part 1 last week we're turning to CIP reporting, cash flow disclosures and an analysis of potential concentration exposure if AI demand falters.
Mar 11
•
Francine McKenna
and
Olga Usvyatsky
6
1
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