META Lesson 3: Tell me a story!
In my first two posts on Facebook, I noted that its most recent earnings report, and the market reaction to it, offers an opportunity for...
META Lesson 2: Accounting Inconsistencies and Consequences
In my last post, I used Facebook's recent troubles to talk about the importance of corporate governance, and how we, as investors, have abandoned the...
META Lesson 1: Corporate Governance
As we get deeper into earnings season for the third quarter of 2022, the biggest negative surprises are coming from technology companies, with the tech...