Monthly Archives: January 2010
Transcript of October 14, 2001 Enron Analyst Conference Call
This is a transcript of the October 14, 2001 Enron analyst conference call. There was a cute story about this call. Jeff Skilling had resigned as CEO of Enron Corporation, and was in Fredricksburg, Texas with his brother on vacation. … Continue reading
Filed under Enron
EnronOnline Management Report
What we have here is an Enron Online Management Report from July 17-27, 2001. Bliss yourself out. EnronOnlineManagementReport
Filed under Enron Broadband Services
Sherron Watkins Presentation On Enron
In 2007, Sherron Watkins was still making a go of her company which presumed to tell other companies how to be ethical. This, coming from an admitted insider trader. Anyway, I got my hands on one of her presentations, and … Continue reading
Filed under Enron
Transcript of Rick Causey Sentencing
This is truly a fascinating document. While pleading guilty, Rick Causey’s attorney makes the point that Causey believed he was following GAAP and acting ethically. I support Rick Causey; he is not guilty. Not under any interpretation of the law, … Continue reading
Filed under Enron
DOJ Replies To Skilling’s Brief
Check out Kirkendall’s post on the DOJ’s response to Jeff Skilling’s appeal to the Supreme Court. Color me amazed that the DOJ is basically confining it’s case to statements made regarding Enron Broadband Services and Enron Energy Services. It couldn’t … Continue reading
Filed under Enron
The Nature of Insider Trading At Enron
Almost every executive accused of crimes was accused of insider trading; it was like a tax for working there. Prosecutors believed it was an easy allegation to make; executives, by virtue of their position, do have insider information, and many … Continue reading
Today In Enron History
January 23, 2002, Dr. Ken Lay resigned as CEO from Enron Corporation. He had been CEO since 1986, except for the six months in 2001 when he was Chairman and Jeff Skilling was CEO. Dr. Lay’s resignation came when he … Continue reading
Filed under Enron
Ken Rice at the 2000 Analyst Conference
According to this document in the Official Record of the Broadband Trial, Ken Rice had fifteen meetings with the FBI: It is not difficult to see how during the course of fifteen meetings with various federal agents, one can start … Continue reading
Filed under Enron Broadband Services
Great Moments In The EBS Trial
Oh no, I have a new Enron crush! His name is Ellis Giles. He was one of Rex Shelby’s guys at Modulus who later moved to EBS with the core group. He was, and is, a very brilliant and extremely … Continue reading
Filed under Enron Broadband Services
Bill Collins’ Employee Evaluation
I spoke to one of Collins’ former bosses at Enron today and this is what he had to say about Collins: We all knew he was nutty… every day was some new crazy thing with him. The highest maintenance employee … Continue reading
Filed under Enron Broadband Services
Today In Enron History
January 21, 2000 was Rex Shelby’s first-ever stock trade. Shelby had always avoided the stock market. When, through a weird series of circumstances, he ended up with Enron stock options, he simply got rid of them at the first responsible … Continue reading
Filed under Enron Broadband Services
The Book
This is “the book”, the final version of the hand-out that went to analysts at the 2000 conference. [PDF]
Filed under Enron Broadband Services
Bill Collins’ Regret
I’ve described Bill Collins before, and indeed even described this letter. This is part of a letter that Bill Collins sent to Ken Rice. Collins had sold stock right before the analyst conference, and when he saw how the stock … Continue reading
Filed under Enron Broadband Services









