Jonathan Weil
speaker
50 appearances
2 recordings
2 series
first heard Dec 2025
last heard 17 Feb
Jonathan Weil’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Feb 2026 with 1.
Appearances
So, you know, there's an opportunity for companies to be more transparent and start giving those disclosures earlier.
But there hasn't been any sign yet that any of the really big tech companies for which this is a crucial problem are going to be adopting those new rules early.
Not necessarily, but what it does, it gives us insight into blind spots that would keep investors from being able to evaluate
the companies and how frothy things may be.
Because if you're looking at, say, a company's cost of revenue and you can't really tell what the components are of it, it's really hard to project out what a company's gross margins are going to be if you can't tell how much depreciation expense got baked into there.
The same thing with research and development or the other expense lines.
If people already have a concern that there's a bubble, what could help put investors' mind at ease or confirm perhaps their thesis is actual information and visibility.
And the less you have of that, the more it leaves people guessing and openly wondering the question, is this a bubble?
It wants companies to have the designation of
emerging growth companies for longer than they can have right now.
Under the current rules, a company could be designated as an emerging growth company for as long as five years.
But if they hit certain size thresholds, like if they go past $1.235 billion of revenue, then they automatically stop being emerging growth companies.
Paul Atkins, the SEC chairman,
has suggested that maybe they should be guaranteed a certain minimum number of years.
And that would essentially expand their eligibility to be exempt from any number of different accounting, auditing, or disclosure requirements.
Emerging growth companies are companies that the SEC wants to give special treatment to.
Proponents of these exemptions want to create the impression that these are small entrepreneurial companies worthy of treatment.
support from the public.
And some of them may fit that bill.
At the same time, just because they're called emerging growth companies doesn't necessarily mean that they hold great promise.
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