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Francine McKenna digs into accounting, audit, and corporate governance issues at public and pre-IPO companies.

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Issues424Founded8 years agoLast Issue9 days ago
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Latest Issues

Super Micro's working capital is under pressure, on top of all its other troubles

Super Micro was struggling to stay listed, fend off short-sellers, satisfy auditors and investigate itself. But now its working capital is under pressure and the disclosure leaves open questions.

This is collaborative effort, co-authored w...

9 days ago
3
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Reported commentary on 8 professional services news stories

“Moreover, if we look at the techniques of totalitarian government, it is obvious that the argument of “the lesser evil”— far from being raised only from the outside by those who do not belong to the ruling elite—is one of the mechanisms bu...

24 days ago
12

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.

This is a cross-post of work by my friend and frequent collaborator Olga Usvyatsky at Deep Quarry. If yo...

a month ago
8
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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 at BRK.

An announcement

a month ago
6
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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!

I just returned from a whirlwind tour abroad, primarily spending three intellectually stimulating days attending the Cambridge Disinformation...

a month ago
10
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Authors

The writers behind this newsletter.

  • Francine McKenna

    Francine McKenna writes, teaches, and speaks about audit, accounting and public company governance.

  • Taayoo Murray

    Taayoo is a freelance health writer and her work has been published in Mayo Clinic Press, Yahoo, Essence Magazine and New York Amsterdam News. Taayoo is also currently looking to new work opportunities.

  • Olga Usvyatsky

    Olga Usvyatsky is a former VP of Research of Audit Analytics, where she led the development of new data sets used by investors, regulators, and academics. Her work was frequently cited by media, including WSJ, Bloomberg, and MarketWatch.

  • Tim Gustafson

    Tim Gustafson is the founder of Accounting 2 Intelligence LLC, a technical accounting advisory firm.

  • Mikhail Pevzner

    I am a Professor of Accounting at the University of Baltimore and an Adjunct Professor of Finance in Georgetown University. My research focus in financial reporting, auditing, disclosure and corporate finance.

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