Tingo Group $TIO

Don't we all

BREAKING: Opioid investigation disclosed at United Natural Foods $UNFI

Chairman of Expedia $EXPE, Barry Diller, claimed Expedia started working on ChatGPT 'before anyone else' and that the presence of Sam Altman, CEO of OpenAI on their board helped them become 'front-footed' in adopting AI. Well, Sam Altman has resigned from their board now.

Suhas' very sane thoughts on AI + human extinction. TLDR: Calm down. @piesauce

Advance Auto Parts $AAP haven't filed their 10-Q within the deadline because of 'loss of accounting personnel/turnover of accounting positions' causing a material weakness. There has been an uptick of companies reporting shortage of accounting personnel in recent times.

@SleepwellCap

@TheTranscript_ @SleepwellCap ...

Seems like a good time to remind everyone that has had a lot of CFOs

It is quite uncommon for a > $10B marketcap company to miss their 10-K filing deadline, so it is interesting to see U-Haul Holding Co $UHAL miss their 10-K deadline due to 'requiring additional time to verify and format data'

KPMG resigns at Tucows. No disagreements EXCEPT for the mat weak related to errors in capitalization of costs related to the Ting assets... $TCX

Apparently John Chevedden is just a guy who cares a lot about governance 🤯🤯🤯 Great article from @RossKerber

Looking at shareholder proposal trends on pay/comp. Q: Who is John Chevedden and why does he care so much about termination pay?

Why even bother voting? $CSV "Accordingly, each of Mr. Meehan’s and Mr. Patteson’s tendered resignations were unanimously rejected by the Board on May 16, 2023."

My goodness...assault and sex @ $SGEN (U.S. biotech)

Great piece on supply chain financing from Mark Maurer, featuring Bedrock AI analysis.

Full FT article here - Explanation of CAMs here -

WOW. We take back everything we ever said about CAMs/KAMs not being interesting. Here's a KAM at $THG (UK company) that mentions fraud risk. Mind blown. Identified by the great Dan McCrum @FD. We need to start processing euro filings ASAP.

Yes, release of claims is normal, but worth noting. No disagreements noted.

And then the CFO "departs" with 4 days notice.... $LYFT