November 2, 2020· 52 min
A Forensic Accountant On Why Chinese Internet Companies Are So Tough To Analyze
Orality
Model
76%
Oral-dominant (speeches, podcasts, storytelling)
Speaker Breakdown
HostTracy Alloway(1,809 words)
M:27%
HostJoe Weisenthal(1,204 words)
M:93%
GuestStephen Clapham(5,113 words)
M:28%
Oral Indicators
Agonistic46%
very, basically, absolutely
Engagement71%
you, our, your
Memory Aids100%
listen, now, well
Repetition100%
it's (58x), know (54x), they (52x)
Parallelism100%
And I'm Joe Weisenthal...., So much to choose from, I feel..., But in the market, there is ju...
Sound Patterns57%
50 question(s), alliteration: "markets move", alliteration: "barclays brief"
Formulaic Phrases7%
you know what, i mean, the bottom line
Literate Indicators
Hedging11%
could, probably, quite
Passive Voice16%
is focused, is expected, was commissioned
Abstract Nouns15%
investment, moment, evaluation
Subordination6%
although, because, though
Sentence Length46%
Avg: 16.6 words/sentence
Word Complexity49%
investment, analyze, anticipate
Academic Markers0%
Impersonal Style29%
621 personal pronouns found
Descriptive Style90%
lately, exactly, easily
Description
The IPO of Ant Financial will go down as one of the most extraordinary deals of all time. And in general, Chinese internet companies have been huge winners in the post-crisis period. But what does it take to really analyze the quality of their businesses? On this episode, we speak with Stephen Clapham, a forensic accountant, and the founder of Behind The Balance Sheet, who explains why understanding what's really going on with these companies is so tricky. See omnystudio.com/listener for privacy information.