Will you consider the new human capital disclosures in your investment decisions? If so, how? If not, why not?
Are you concerned that operating income (EBIT) could be misleading? Should the FASB try to standardize operating income?
Stock valuations that are derived from textbook models are having a hard time explaining observed stock prices for many firms. Why?
Do you agree that (post M&A) integration risk is higher in the COVID era? Are there effective ways to mitigate it?
There is a job opening at the SEC. Who do you think would make an ideal candidate? Why? What attributes would be ideal?
Should Exxon have already written down (booked an impairment) on its fixed assets? What argument does the firm use to justify not writing them down (at least yet)?
If you were a research analyst, would you challenge a CFO on its EBITDAC (C=”Covid”) and other such non-GAAP measures? If so, why?
There is a saying in academia, the worst dean is the person who really wants to be dean. What do you think this means and why did a similar expression seem to apply to this CEO?