Writing
Writing is how I verify understanding. Each piece works one question through on the page, states how confident I am, and links the sources. Some also exist as podcast episodes.
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How a Company That Sells Water to 16 Million Captive Customers is on the Brink
A deep dive into aggressive financial engineering in UK water utilities—and the £1 billion emergency deal that just saved Thames Water from collapse.
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Understanding ASC 323: Equity Method Accounting
When significant influence meets financial reporting—breaking down the mechanics, thresholds, and real-world challenges of equity method accounting.
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When Billion-Dollar AI Partnerships Meet Reality: A $50B Accounting Crisis in the Making
What happens when cutting-edge technology moves faster than the accounting rules designed to measure it?
Also as audio · 2 podcast episodes
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How I work through a question
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Question everything
Start from how things actually work, not how they are supposed to work. Every piece begins with "but why?" and "what if?"
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Data first
Gather the filings and disclosures, trace the cash flows and build the model before framing an opinion.
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Show the work
Document the thinking, the assumptions and the counter-arguments, and say how confident I am, not just what I concluded.