Long-form and infrequent, four to eight pieces a year, published when they are ready. A finance professional writing for finance professionals who happen to be building AI products. No cadence pressure, no newsletter.
The deferred-tax-on-step-up failure, the goodwill plug, and the structural reason a purchase price allocation is a multi-section synthesis problem rather than a lookup.
Read the note →The convertible-preferred greater-of, the working-capital sign convention, and the SBC add-back without dilution — failures that read as math slips but are conventions misunderstood.
In preparationThe origin story of the taxonomy: why the most dangerous finance-LLM failures are not invented facts but correct-sounding frameworks applied to the wrong case.
In preparationWhy a model trained on financial text reaches for GAAP where a credit agreement has quietly redefined the term — and what that does to a leverage covenant.
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