Ian Gow

@ProfAnalytics @NateHindenburg @HudsonLabs Alternatively, just keep working down the list in Table 1 here: raw.githubusercontent.com/iangow/notes/m… (Names idea thanks to Stephen Walker.)

@NateHindenburg @HudsonLabs for the list of clients. Potential short targets

The SEC just charged audit firm Olayinka Oyebola & Co., with helping facilitate the massive Tingo Group fraud. The firm has offices in Texas, Canada & Nigeria and has ~70 other issuer clients. The SEC seeks to bar the firm from acting as auditor for any public company. sec.gov/enforcement-li…

@ProfAnalytics import duckdb (duckdb .read_parquet("go.unimelb.edu.au/r778") .to_table("form_aps")) duckdb.sql(""" SELECT issuer_name, issuer_cik, firm_name FROM form_aps WHERE firm_id = 5968 AND fiscal_period_end_date >= '2022-12-31' """)

The PwC scandal put the big four in the spotlight – but hyper-corporate capitalism remains untouched | Ian Gow and Stuart Kells dlvr.it/T8C5x7

@shorewalker1 @NGruen1 AP Stats + some Excel skills >> BCom from an "elite" Australian university. (AP Stats has a nice mix.)

Seems kind of obvious that we should be teaching spreadsheet use (and statistics) in schools, while teaching trig and calculus only to those who need it - which is, honestly, not many. (I still regret the fading of my calculus skills.) @NGruen1

@FinancialReview "Executives should only be paid bonuses if they outperform business-as-usual expectations …" This is very popular dumb idea. If there is no bonus for business-as-usual and no bonus for poor performance, then you're paying the same for both.

Executives should only get bonuses for outperformance, and not for business as usual, the Australian Council for Superannuation Investors says. bit.ly/3RCz5v6

#AskTGC Stats dog woof woof. Has there been a game lost with a higher win probability?

@shorewalker1 I've judged the "public forum" variant and seen the same thing. The kids are explicitly told the goal is to persuade ordinary people, but end up doing this. (Sometimes the kids graduate to be judges and then look for this nonsense.)

Nice example of how regulation skews culture. The US has a high school debate scoring system (called "Policy") which produces this pressured speech that no ordinary human wants to hear. A very different scoring system, Lincoln Douglas, favours persuasion, and kids speak normally.

@shorewalker1 It may be that California cannot compel Google to keep providing links.

California and Canada have mostly copied Australia's news media bargaining code. But they have apparently not banned Google and Facebook from stopping linking to news sites. And without that clause, this manoeuvre will fail – because news sites desperately need the links. 2/3

Governments' enthusiasm for taxing Google and Facebook links to traditional news media has now spread to California. This is a terrible idea: see clubtroppo.com.au/2021/02/21/cra… But California and Canada have missed a step which Australia took ... @mmasnick 2/3 techdirt.com/2023/10/02/can…

@realChrisBrunet @ProfAnalytics @maipenraiPhD @ZoeZiani I would say "realistic". If you don't want to be a careerist, for sure do something other than accounting research.

I wrote a post-mortem on the Gino-Ariely scandal: How I came to suspect Gino’s work, the resistance I met during my Ph.D., my experience working with Data Colada, and the lessons I hope business academia will learn from it. theorgplumber.com/posts/statemen…

@DrCameronMurray I would say “new equilibrium”. Perhaps worse in 2023 than in 2022 even with faceless bureaucrats at my “university” trying to force students back on campus.

A question for those working or studying at Australian universities. What's the vibe on campus at the moment? Is it bustling? Or is it quiet, as students minimise time there and do online activities? Curious to hear about the new post-COVID situation.

@renhistorian Cardboard box? We used to have to get up out of the shoebox at twelve o'clock at night, and lick the road clean with our tongues. But you try and tell the [non-academics] today that …and they won't believe you.

@nickchk @GregHarbour Actually, the full-size Mac keyboard has "Home" and "End" … I've just never used them. (On the Windows laptop I have, it seems these need two keys.) I "finally" had a reason to type numbers recently, but I wanted commas between them, so didn't get to use the numeric keypad.

@GregHarbour @iandgow In most cases they go to the beginning/end of the line you're on

Follow-up 1. Dang this thing is *fast* 2. Otherwise, ehh 3. Finder is bad 4. Installing programs is nice 5. Home/end/pgup/pgdown/delete shouldn't be two-key functions

I managed to find the July 16 OG file!

@agranato42 Interestingly, the first post on Gino's new website does not address the more compelling evidence from Harvard based on data Data Colada did not have, just Data Falsificada #1. linkedin.com/pulse/ginos-re…

I do not have the time to do a writeup on this as I am now in a coursework semester but Gino has published another round on this. I have no comment on its credibility: francesca-v-harvard.org/data-colada-po…

I went line-by-line through Francesca Gino's lawsuit against Data Colada to evaluate the data science rebuttals the suit has against Data Colada's analysis. I find the rebuttals (1) do not establish errors/overreach and (2) fail to address many issues. agranato.medium.com/addressing-the…

@squig @agranato42 I wrote up my take in light of the lawsuit about a month ago. Interestingly, the first post on Gino's new website does not address the more compelling evidence from Harvard based on data Data Colada did not have: linkedin.com/pulse/ginos-re…

@agranato42 Just as an example, for paper 3 the creativity one, DC analyses suggest someone changed the numbers after sorting. The additional evidence shows data tampering after sorting, and it was even color coded by the person doing the tampering.

@MattCowgill But how do I disguise the fact that my RDD-with-nth-order-polynomial results are driven by wacky outliers? Just use + ylim()?

@AaronCharlton @stephaniemlee It is interesting that Gino focuses on the Data Fabricada posts and not the relevant evidence from the forensic investigator. The former raises huge red flags (esp. #1), the latter seems difficult to rebut.

@stephaniemlee Gino's assertion here is false. Both of these observations were part of a block of #'s that were all out of sequence.

@stephaniemlee @tswaak27 Eventually something like ChatGPT will both write and review papers (decreasing human readership by 100% in many cases). Will this create a conflict of interest?

More on the Big Four from Adele Ferguson on The 7.30 Report. youtu.be/BldeCUEf0DQ?t=…