Jeff MatthewsApr 26, 20162 min readWhen Analysts SurrenderIt’s bad enough when analysts thank CEOs for letting them ask a question on an company earnings call, at least when they do it in a way...
Jeff MatthewsApr 18, 20165 min readThe Graduate From Spinal Tap…The NotMakingThisUp Review of Dan Lyons’ “Disrupted: My MisadventMr. McCleery: You aren’t one of those agitators, are you? Benjamin: What? Mr. McCleery: I hate ’em. I won’t stand for it. —The Graduate...
Jeff MatthewsJan 20, 20164 min readDon’t Mention The Earnings Miss. I Mentioned It Once But I Think I Got Away With It…Well it’s earnings season again. That means it’s time for IBM to puke another quarter and hold an incomprehensible—literally,...
Jeff MatthewsDec 3, 201523 min readShazam! From The Boss to The King to John & Paul (but not George or Ringo), Not to Mention Jes2015 Editor’s Note: We have not heard much new in the way of holiday music, so let’s turn straight to the rock and roll biography ...
Jeff MatthewsSep 25, 20153 min readBerkshire Hathaway: Bad Deals All OverIn case you thought Berkshire Hathaway was involved in only one bad deal—the $36 billion all-cash takeover of cyclical, ...