Do you agree with the new disclosure rules about treasury stock purchases? What are some potential unintended consequences?
If you are the CEO and you know that your earnings are way below Wall Street estimates, how and when would you present the bad news?
Too little inventory, then too much inventory. Would you like doing inventory planning/procurement for a company such as Nike?
Do you agree with the Chair of the SEC that crypto is a security and “investors” need to be protected through regulation? What are some of the consequences of regulating crypto?
With respect to inflation and LIFO, what would you prefer as CFO: maximizing earnings or minimizing taxes?
How could one justify paying $8 billion for Kohls, which has a market value of $1.5 billion? What do the potential new owners see?
What do you think is the probability that 600 SPACs will be able to find a target and close the deal before “time’s up”? What happens at that point? What is “capital at risk”?
Here’s another on buybacks. Good article about Penske forgoing acquisitions (too expensive) and returning excess cash. Also good video giving historical perspective on buybacks.
More writedowns from “Grand Theft Aero”. What’s the entry if the airplanes are insured? What if it is not probable that the insurance will cover the loss?
Why do you think these particular impairments will be hard to estimate? What are some of the factors that go into the calculation?
