Columns for Forbes
"Why acquire companies? For revenue growth and P/E multiple expansion not earnings. May 14, 2020.
Why don’t ESG investors ask for a public firm’s tax return?” April 24, 2020
“Rated “S”: Corporate handouts should be part of the ESG scorecard.” April 16, 2020
“The $500 billion in corporate assistance will end up as a corrupt cash grab if we don’t ask the right questions.” March 31, 2020.
“Holding firms accountable to ESG goals is tricky.” March 18, 2020.
“Cloudy M&A disclosure, not goodwill impairments, is the real issue.” February 18, 2020.
“Why the public reporting model is broken and how to fix it.” January 24, 2020.
“Does financial reporting misconduct pay off?” January 10, 2020.
ESG
Why don’t ESG investors ask for a public firm’s tax return?” April 24, 2020
“Rated “S”: Corporate handouts should be part of the ESG scorecard.” April 16, 2020
“Holding firms accountable to ESG goals is tricky.” March 18, 2020.
How to cut the ESG disclosure overload?” Reuters, Breaking Views, January 7, 2020.
“Is there real virtue behind the Business Roundtable’s signaling?” Wall Street Journal, December 2, 2019.
“The ABCs of ESG: ESG ratings are not reliable enough,” Reuters, Breaking Views, August 10, 2018.
Governance and Reporting
“SEC proposes to exempt more firms from required attestation of internal controls,” Columbia Law School Bluesky, July 15, 2019.
“Should dual class shares be banned?” Harvard Business Review, December 3, 2018
“Should everyone be allowed to invest in private tech companies?” Harvard Business Review, October 15, 2018.
“Which types of companies are adding women to their boards, and which aren’t?” Harvard Business Review, October 11, 2018.
“Why we shouldn’t worry about the declining number of public companies?” Harvard Business Review, August 27, 2018.
“Federalizing corporate governance is not the answer,” on the Hill.com, August 23, 2018.
“Why FASB should hit pause” in Accounting Today, March 2, 2016.
Short-termism
“What would happen if the U.S. stopped requiring quarterly earnings reports?” HBR, Sep 6, 2018.
“Here’s how a hot company can go public without an IPO,” Marketwatch, December 5, 2017.
“These changes to quarterly reports would benefit companies and investors” Marketwatch, March 8, 2017.
“We can’t study short-termism without the right metrics” Harvard Business Review, April 5, 2017.
“Corporate short-termism leads to long-term pain,” Barron’s, May 4, 2016.
Technology
“Is technology subsuming marketing?” Harvard Business Review. February 25, 2020.
“R&D spending has dramatically surpassed advertising spending,” Harvard Business Review, May 20, 2019.
“The Marriott breach shows just how inadequate cyber risk disclosures are,” Harvard Business Review, March 5, 2019.
“It’s time to stop treating R&D as a discretionary expenditure,” Harvard Business Review, January 29, 2019.
Does Facebook have a cyberattack plan? If so, we need to see it” Fortune, October 10, 2018.
“A blueprint for digital companies’ financial reporting,” Harvard Business Review, August 3, 2018.
“Why we need to update financial reporting for the digital era,” Harvard Business Review, June 10, 2018.
“Q&A: Valuation and accounting challenges of digital assets,” Agenda Week published by the Financial Times, April 9, 2018.
“Why financial statements don’t work for digital companies,” Harvard Business Review, February 26, 2018.
Why the market yawned when Yahoo was hacked,” Wall Street Journal, October 4, 2016.
Sovereign debt/fiscal responsibility
“Think our $20 trillion debt is bad? Get a load of the real number” Hill.com, September 20, 2018.
Corporate Culture
“Managers aren’t doing enough to encourage whistleblowing: Dissent is an important source of information,” Harvard Business Review, February 7, 2017.