Jeff MatthewsFeb 26, 20142 minClean Harbors, Compliant Analysts, and “Revenue Ex-Cat-in-the-Hat”When readers ask, “Is there a company out there that’s got lower quality earnings than IBM?” the unfortunate answer is, “How much time...
Jeff MatthewsFeb 5, 20144 minIBM 39, Emerson Electric 2Quick! What’s wrong with this paragraph? Good day, ladies and gentlemen. Thank you for standing by. Welcome to Emerson’s investor...
Jeff MatthewsJan 21, 20148 minIBM: “I’ve Been Manipulated”?IBM, to IBMers, always stood for “I’ve Been Moved,” a reference to the way Big Blue moved employees around the country and around the...
Jeff MatthewsDec 7, 201321 minShazam! From the Boss to the King to John & Paul (But Not George or Ringo), Not to Mention Jessi2013 Editor’s Note: The most unnerving aspect to this year’s holiday music survey is the unavoidable, near-totalitarian presence of an ...
Jeff MatthewsAug 23, 20134 minA Question for Mary Jo: What Is Your Definition of Earnings?“What is your definition of the dollar?” —Rep. Ron Paul to Federal Reserve Chairman Ben Bernanke, March 2, 2011 We have a simple...