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  • July 21st, 2026|Newsletter|

    Earnings vs The People Reporting Them

    Buyers and lenders will spend five to six figures on a Quality of Earnings report and sometimes five to six minutes Googling the people who produced those earnings. Seems backwards. In February, prosecutors charged two former Mobileum executives with manipulating company financials before its $915 million sale. The indictment alleges [...]

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    RCS – Blog PH

    RCS – Blog PH

  • July 14th, 2026|Newsletter|

    There’s something refreshing about this.

    Norwegian Air lost a friendly World Cup wager with British Airways and temporarily changed its Instagram logo to British Airways’ logo. It’s funny and creative, but I also love the confidence. And I suspect that Norwegian came out stronger as a result. Small things often tell us big things. And [...]

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    RCS – Blog PH

    RCS – Blog PH

  • July 7th, 2026|Newsletter|

    Who are you really dealing with?

    The longer I do this work, the more I think that may be the most important question anyone can ask. We get asked for background investigations all the time, but the real question is not “what will we find?” The real question is: What is the downside of not knowing? [...]

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    RCS – Blog PH

    RCS – Blog PH

  • June 23rd, 2026|Newsletter|

    A banker friend told me recently that, as part of the loan process, someone in risk told him to run a Google search in addition to pulling a Lexis report. That is not bad advice. It is just incomplete.

    A Google search is not a background investigation. It is a search of what Google has decided is most responsive to the words typed into the box. Change the inputs- add a middle initial, use a former company, search an alias, include a spouse, add a city, search a related [...]

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    RCS – Blog PH

    RCS – Blog PH

  • June 17th, 2026|Newsletter|

    What if I told you Winnie the Pooh and a child-eating snake have the exact same voice?

    Sterling Holloway had one of those voices you'd recognize anywhere, soft, warm, a little sing-songy. The kind that could rock you to sleep or talk you our of your last dollar. He used it to play Winnie the Pooh, about the gentlest character Disney ever drew. He also used it [...]

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    RCS – Blog PH

    RCS – Blog PH

  • June 11th, 2026|Newsletter|

    This Isn’t Me. But It Looks Like Me.

    The portrait with this post started as a photograph of me, but AI turned it into something inspired by the work of Patrick Nagel. (Child of the 80s here!) Obviously stylized- but it's recognizably me. In this case, harmless. I asked AI for it and I'm telling you how it [...]

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    RCS – Blog PH

    RCS – Blog PH

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