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Notes on standardization.

Field notes on AI-driven financial insight, restructuring under pressure, and the discipline of putting every number on one defensible basis.

Three Advisors, Three AnswersRestructuring

Three Advisors, Three Answers

Three advisors where asked about the magnitude of the cost take-out required to turnaround the airline. Guess what happened? Three answers prevailed, with two conflicting directional guidance.

A Real Life Experience8 min readJun 9, 2026
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More from the desk02 / 03
The Pain-point: What Market Research Tells UsSurvey

The Pain-point: What Market Research Tells Us

90% of analysts still rebuild statements by hand in Excel, re-keying data from 10-Q/10-K filings, CapIQ, Bloomberg, FactSet and raw filings just to read them the same way.

5 min read·The PitchFit Premise
Why Peer Comps BreakInsights

Why Peer Comps Break

The arithmetic is nearly always right. It is the basis that quietly breaks, and most decks never disclose it.

5 min read·The PitchFit Premise
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