Stock valuations that are derived from textbook models are having a hard time explaining observed stock prices for many firms. Why?

Did you know that future capex is a required disclosure? Where do firms disclose the information?

Do you agree that (post M&A) integration risk is higher in the COVID era? Are there effective ways to mitigate it?

What do you think: are investors harmed by Chinese firms not allowing inspections by the PCAOB?

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)?

Can you summarize the special issues surrounding revenue recognition with respect to COVID vaccines?

What are your thoughts on this story about EY and certain of its clients?

Why might companies be slowing down new debt issues and starting to retire some of their bonds?

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?

How would you, as a CFO, have handled liquidity needs over the past several (“Covid”) months?

If you were a commissioner, how would you have voted on the new disclosure rules?

Shareholders are complaining about online shareholder meetings. Do (would) you share the sentiment? What would be your opinion if you were a member of the C-suite?

What’s the entry for the $262,000,000,000? Are you surprised that such magnitude was booked for first half of 2020? (PS: Do we impair liabilities? Equity?)

What are some of the pros and cons of this sort of “asset-based” financing? Why did Falcon take the inventory on its books?

All is not “well’s” when a “Wells notice” is issued. What is the potential violation at UA?

Are you surprised at the amount of loan loss provisions at GS, JPM, C? What does it signal about the economic outlook in general and about the firm specific outlook? Can you do the journal entries? Are they cash or non-cash? What is the cash flow effect?

Why would BP and Royal Dutch Shell write down the value of their reserves, whereas Exxon has not?

Do you think virtual IPOs will replace in-person IPOs? What is a disadvantage of the former over the latter?